Foundation & Non-Profit Mandates
Long-horizon stewardship for Swiss charitable foundations and endowments, with full respect for mission and governance.
We support clients in developing and realising their philanthropic visions, whether establishing a foundation, structuring charitable giving, or managing the assets of an existing one.
Many of our clients wish to give something back to society. We help them do so in a structured, effective, and lasting way.
Foundations
We advise on the establishment of charitable foundations and provide ongoing asset management for foundation assets. Our long-term approach is well suited to the perpetual nature of foundation capital.
We understand the particular requirements of foundation governance: transparency, capital preservation, and alignment with the foundation's charitable purpose.
Endowments
We manage endowment assets for non-profit organisations, balancing the need for current income with the preservation of capital for future generations.
Discuss Your Mandate
A first conversation is informal and confidential. We will listen, ask a few careful questions, and propose a path forward only if the fit is right.