The requirements for the responsible Foundation organs are complex, because the assets of a foundation in the rule is subject not only to the capital maintenance principle, but also numerous foundation and tax legal framework.

Primo Investments represents his clients as a team on hand to carefully remove the responsible Foundation organs all desired tasks that arise in a systematic long-term administration of a foundation’s assets. These include in particular:

• Detailed inventory of all types of assets
• Creation of a yield risk profile
• Continuous adjustment of the asset structure to the changing circumstances and individual orientation of the Foundation
• Planning and managing the liquidity reserve.