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Foundations

Security, asset preservation and long-term succession planning are some of our customers’ most important concerns. A private foundation thus still remains a rewarding instrument for individual asset and succession planning. It creates sustainability and added value for the assets placed there.

Bank Austria’s long-standing, wide-ranging experience in foundations is pooled and focused at a special Centre of Expertise.

  • At the Centre of Expertise for Foundations, your personal relationship manager will take care of you: you’ll be given individual support, all the way from the initial idea of the foundation and its founding, to the discretionary management of the foundation assets.
  • The Centre of Expertise for Foundations offers customised financial services specially adapted to foundations, as well as an investment plan optimally tailored to the purpose of the foundations.
  • Bank Austria Private Banking possesses the most extensive expertise in the care of private foundations and is the market leader in this customer segment.
  • Customer support at the Centre of Expertise for Foundations is offered by experienced specialists within the framework of the entire, extensive service range of a universal bank.
  • The Centre of Expertise for Foundations of Bank Austria Private Banking is integrated in the UniCredit Group network, thus offering the security of a major European bank.

Foundation Services

The Centre of Expertise for Foundations of Bank Austria Private Banking offers tailor-made solutions that are optimally coordinated with the purpose of the foundations.

  • Access to an external network of experts in tax and legal issues, as well as to notaries
  • Liquidity analysis for foundations
  • Portfolio analysis and analysis of the current asset structure
  • Development of an optimal investment plan tailored to the purpose of the individual foundations
  • Active investment offers, taking into account the current market situation, the particular risk profile and investment horizon
  • "Stiftungen im Fokus" offers regular information on current issues
  • Expert presentations

Publications

The Centre of Expertise for Foundations of Bank Austria Private Banking offers extensive information on issues concerning private foundations and investment.

Besides our publication "Die österreichische Privatstiftung", we offer sound information on issues such as corporate succession and the taxation of capital assets.

Several times a year, we offer information on relevant innovations for foundation chairmen, trustors and other parties who are interested in foundations in our specialist journal "Stiftungen im Fokus".

You can obtain further information on private foundations or our specialist publications from your relationship manager, as well as from our foundation experts at the Centre of Expertise for Foundations.