Home / Europe / Germany / Private Clients / Family Foundations

Family Foundations

Back to Private Clients

Family-owned businesses may decide to establish a foundation for a variety of reasons. The objective might be to safeguard family assets beyond the outgoing generation, to prevent the business from being split up in the event of divorce or death, or to prevent creditors from accessing the assets. In many cases, there are also income tax or inheritance tax reasons for establishing a family foundation or non-profit foundation.

Customised solutions for your family foundation

Our experts on foundations advise business owners, family firms and family offices on selecting and designing a suitable form of foundation, establishing the foundation (including the foundation’s statutes, management board contracts and investment guidelines) and in all ongoing legal and tax matters associated with a family foundation or non-profit foundation.

Based on an in-depth analysis of the asset situation and the structure of the family firm(s) involved, we recommend establishing a non-profit foundation, a family foundation or a trust, as appropriate. If the client opts for an international solution, we bring in relevant experts from the international CMS Private Clients Specialty Group.

Family foundations and private wealth planning

The primary purpose of a family foundation is to safeguard the interests of the family business or of several families. A family foundation therefore usually forms part of private estate planning or corporate succession. In such cases it serves to avoid fragmentation of company assets and to make financial provision for family members, e.g. in the form of regular distributions.

Advising family foundations

Our advice on foundations focuses on:

  • Establishment of family foundations and corporate foundations
  • Foundation solutions for corporate succession
  • Foreign foundation structures and trusts
  • Ongoing advice for family foundations

In this sensitive area of family foundations, our Private Clients practice acts as an expert advisor, drawing on our long experience and in-depth understanding of foundations to support you at all times.

Core Team Private Cli­ents


Private Cli­ents: Our Ex­pert­ise
Our Private Cli­ents Team spe­cial­ises in wealth and suc­ces­sion plan­ning. We provide cross-dis­cip­lin­ary ad­vice to private cli­ents, en­tre­pren­eur­i­al fam­il­ies, their ad­visers and fam­ily of­fices on any leg­al...
Dirk Schauer be­comes new head of Private Cli­ents di­vi­sion at CMS Ger­many
Stut­tgart – Dr Dirk Schauer has been ap­poin­ted as new head of the Private Cli­ents di­vi­sion at in­ter­na­tion­al com­mer­cial law firm CMS Ger­many. He suc­ceeds Hans Chris­ti­an Blum, who made a sig­ni­fic­ant con­tri­bu­tion...
Private Cli­ents: CMS Hasche Sigle re­vamps Suc­ces­sion & As­sets prac­tice...
Ber­lin – Ger­many’s lead­ing com­mer­cial law firm is set­ting up a ded­ic­ated Private Cli­ents prac­tice area fol­low­ing a re­cent de­cision by the Part­ner Com­mit­tee. "We re­cog­nise the ex­tremely pos­it­ive per­form­ance...
JUVE Awards 2011: CMS Hasche Sigle wins in three cat­egor­ies: CMS Hasche...
Ber­lin – JUVE, the in­dustry magazine for com­mer­cial law­yers, has re­cog­nised CMS Hasche Sigle with three Law Firm of the Year awards. The firm re­ceived the coveted trophies for Law Firm of the Year for...
Hans Chris­ti­an Blum new co­ordin­at­or of Suc­ces­sion & As­sets prac­tice area
Stut­tgart – Hans Chris­ti­an Blum has been ap­poin­ted as new head of the Suc­ces­sion & As­sets prac­tice area, as­sum­ing re­spons­ib­il­ity for a multi-loc­a­tion team of 32 spe­cial­ists at CMS Hasche Sigle. The...