A foundation born of conviction
Philanthropic engagement has many facets. Whether for education, culture, social issues, or research, the goal is to make a lasting impact. If you want to establish a charitable foundation, during both the founding phase and operational activities you will benefit from experience we’ve gained from own foundation plus support that is consistently geared towards your goals.
Tailor-made solutions
Foundation boards operate with conflicting interests of preserving value, fulfilling their mission, and meeting administrative requirements. All our services are designed to help relieve their workload in the long term.
Organisation
In close cooperation with specialized law firms, tax experts, and notaries, we carefully align the purpose, organizational structure, and regulations of your foundation.
Asset management
We invest within a specified framework that considers both distribution requirements and the investment horizon. In doing so, we adhere to the foundation’s principles, continuously review the results, and make appropriate adjustments where necessary.
Collaborative effort
Together with the foundation board, we determine the strategic guidelines. We implement operational measures in a transparent and comprehensible manner.
Investment strategy
We combine classic financial theory principles with findings from modern capital market research, considering the requirements for non-profit organizations.
Liquidity
We organise your portfolio clearly so that you can always keep track of your positions. With a balanced mix of liquid investments, we also ensure that you can meet your obligations.
Reporting
We keep you regularly informed about the development of the foundation’s assets. Upon request, we can also take care of administrative tasks such as payment transactions or coordinating external service providers.
Practical support
With the Isaac Dreyfus-Bernheim Foundation we have been responsible for our own charitable foundation for many years. The foundation is legally independent and closely linked to our history. This practical experience shapes our view of the foundation’s work and is incorporated into the advice we give our clients.
More options for structuring assets
A charitable foundation is not always the right choice. Depending on your circumstances, a trust, family foundation, or life insurance policy may be a more suitable option. We would be happy to show you how these instruments can be integrated into your asset structure.
Your contact at Dreyfus Banquiers
Good advice begins with an open exchange. We are happy to assist you.