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Support in setting up a foundation

Are you just beginning to think about philanthropy, or are you already making concrete plans to establish a foundation? The first step is always to determine the type of foundation best suited to realising your personal wishes and intentions. Each type of foundation comes with its own specific advantages and disadvantages. We will work with you to find the right solution.

Our support on the path to establishing your own foundation

Choosing the right type of foundation

The choice of the type of foundation depends on your wishes and your personal circumstances. We provide detailed and transparent advice on the advantages and disadvantages of each type of foundation.

Legal certainty from the start

Depending on the type of foundation, making changes at a later stage can involve significant hurdles. It is therefore advisable to establish the foundation with professional support. We will assist you with preparing all foundation documents.

Establishing the foundation

Establishing a foundation during your lifetime allows you to actively shape its work and leave your personal mark on it. Alternatively, the establishment of a foundation can be planned to take effect upon your death, with all the preparatory steps being taken proactively during your lifetime.

Formalities and preliminary clarifications with authorities

The formal requirements vary according to the type of foundation. We can help you with all the formalities and, at your request, make preliminary enquiries with the foundation supervisory authority and the tax authorities.

The path to your own foundation

The path to your own foundation

The most important decisions for establishing an independent foundation are made before it is established. The key factors include a balanced relationship between costs and the size of the foundation, as well as sufficient assets to ensure the foundation’s long-term viability and the fulfilment of its purpose from its capital and income.

1. Make the fundamental decision

Once the decision to establish an independent foundation has been made, various points need to be considered during its formation process.

2. Define the charitable purpose

The binding charitable purpose of the foundation is established.

3. Draft the foundation documents

The drafting of the foundation deed is a key task. Depending on requirements, additional foundation, investment and remuneration regulations are drawn up.

4. Choose the foundation’s registered office and supervisory authority

The foundation’s registered office and the supervisory authority are selected. This may vary depending on the foundation’s activity. By answering a few key questions, you can find out which cantons are especially suitable for establishing your tax-exempt foundation.

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5. Conduct a preliminary review

The deed and any regulations are subject to a preliminary review. A preliminary assessment of the foundation’s eligibility for tax exemption is also carried out.

6. Notarisation

The prepared foundation documents are notarised.

7. Final application for tax exemption

Finally, final applications are submitted for tax exemption, the organisation of the accounting function and the appointment of the audit firm.

We will be happy to advise you in a personal consultation.

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Rütli Foundation

The Rütli Foundation is an independent umbrella foundation and creates ideal conditions for putting responsibility into practice. It ensures that your assets serve a good cause over the long term and create a lasting impact efficiently. Since the establishment of the Rütli Foundation in 2000, Reichmuth & Co has maintained a close partnership as a co-founder.

Find out more about Rütli Foundation

Reichmuth & Co

Reichmuth & Co Private Bankers has embodied a clear philosophy since 1996. As an owner-managed private bank, we combine personal responsibility, independence and an entrepreneurial mindset with a sharp focus on innovation. In doing so, we are driven by a single goal: to protect your wealth with foresight and to ensure its sustainable growth.

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