Our services for the foundation and the foundation board


We provide foundations and their bodies with comprehensive support in mastering their ongoing administrative and structuring issues. We attach great importance to the sustainability and operational feasibility of our solutions. This ensures that the decisions you make are legally secure.

Foundation bodies can use our Foundation Check to find effective ways of avoiding liability.

Our services:

Current agendas

  • Preparation of tax returns
  • Fiscal representation before tax authorities
  • Current accounting
  • Preparation of annual financial statements
  • Organization of foundation board meetings
  • Coordination and support during foundation audits
  • Reporting for private foundations
  • Withholding tax refunds/relief
  • Compliance with notification requirements (e.g. notification of beneficiaries)
  • Budgeting and forecasting
  • Representation in appeal procedures
  • Requesting rulings from tax authorities
  • Statutory tax reports (e.g. notification of beneficiaries, disclosure of foundation documents, FATCA compliance forms, forms regarding the automatic exchange of financial data)

Structuring

  • Implementation of tax-efficient, sustainable structures
  • National and cross-border restructuring of groups of companies
  • Strategic tax reviews and international comparisons of tax burdens
  • Tax-optimized structuring of shareholdings
  • Transaction services (preparation, structuring, due diligence, contract negotiations) for acquisitions or sales of companies
  • Advice on the design and implementation of tax-efficient, sustainable structures
  • Reorganizations
  • Quick check of real estate offers
  • Due diligence and structuring of real estate investments
  • Optimization of the tax burden on the private foundation’s income
  • Fiscal qualification of financial investment products
  • Alternative investments (e.g. real estate, private equity interests, corporate interests, precious metals, etc)
  • Coordination and supervision of tenders relating to investments

Your Experts

Gerald Gahleitner

Tax Advisor | Partner

Yvonne Schuchter-Mang

Tax Advisor | Partner

Matthias Hofstätter

Tax Advisor | Partner

Maria Schlagnitweit

Auditor | Tax Advisor | Partner