We actively accompany our clients from the initial idea and establishment to the ongoing administration of both private as well as nonprofit foundations. Our many years of experience – along with a trusted, reliable network – enable us to select the right partners for the various needs of a foundation.
M.M.Warburg & CO boasts profound expertise in this regard. In 1898, an initial capital reserve was established for the purposes that are now pursued by the Warburg-Melchior-Olearius-Stiftung. This foundation supports initiatives and activities in public life as well as cultural aspects and memorials in Germany, with a regional focus on northern Germany, Berlin, and Brandenburg.
So we know that, as a stakeholder in an existing foundation, you face a challenging environment when it comes to managing the foundation’s assets. Civil society’s need for philanthropy from the private sector is increasing. At the same time, the interest situation on the markets is making it more difficult to generate sufficient income to make distributions. Only around half of all foundations in Germany are currently able to truly maintain the value of their assets. Our portfolio management offers you special investment strategies, which allows you to keep your focus on the philanthropic purpose of the foundation.
Our foundation advisers provide existing foundations and potential philanthropists with a broad network of experts. One of our priorities is bringing together the important players. M.M.Warburg & CO is a co-organizer of the German Foundation Day and hosts a Warburg Foundation Day at different locations each year.