Private Wealth Management

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Our Succession & Foundation Expertise

ODDO BHF Foundation Office

Our foundation experts support you in the planning and establishment of your charitable commitment and subsequently accompany the foundation management and administration. Together with founders and those responsible for the foundations, we pay particular attention to the structure and management of the assets of newly established and existing foundations.

Individual Foundation Consulting

We provide you with reliable and transparent advice on all matters relating to your charitable commitment using our many years of foundation expertise in the context of our multi-award-winning asset management for your foundation's success in the long term. Our experienced advisors are also at your side when implementing customized fund solutions. In addition, our professional asset reporting supports you comprehensively in questions of governance and informs you regularly about the status and development of your foundation's assets. In addition to managing your foundation's assets, our comprehensive range of services includes individual advice on:

  • Form of foundation

  • Purpose of the foundation

  • Board composition

  • Investment guidelines

  • Distribution and reserve management

  • Asset organization and controlling

  • Liability risks

Please contact us: We will be happy to assist you in setting up your own foundation or managing your existing one.

Our ODDO BHF Foundation

With our own ODDO BHF FOUNDATION, we are active in the non-profit sector ourselves, so we can be a valuable advisor and sparring partner to founders and foundation boards.