Aiding families in safeguarding, nurturing, and maintaining their wealth.
What We Do
Our foundational mission centres on aiding families in safeguarding, nurturing, and maintaining their wealth, thereby securing its continuity for forthcoming generations. Investment pursuits primarily revolve around procuring secure and highly liquid financial instruments, in close partnership with professional, highly qualified investment advisors. This partnership serves to assist the Foundation Council in constructing a robust, secure, and sustainable investment strategy.
Our Policies
Our foundational mission centres on aiding families in safeguarding, nurturing, and maintaining their wealth, thereby securing its continuity for forthcoming generations. Investment pursuits primarily revolve around procuring secure and highly liquid financial instruments, in close partnership with professional, highly qualified investment advisors. This partnership serves to assist the Foundation Council in constructing a robust, secure, and sustainable investment strategy.
Foundation Council
Dr. Daniel Damjanovic
Dr. Damjanovic holds a position within the Foundation Council, charged with the responsibility of representing the foundation and orchestrating its operations in accordance with the primary objective of delivering all-encompassing support to the mentees affiliated with the foundation. He boasts an extensive tenure dedicated to spearheading succession planning and well-being initiatives tailored to family businesses and forthcoming generations.
Dr. Markus Summer
Dr. Summer serves as a member of the Foundation Council, entrusted with the pivotal role of representing the foundation and overseeing its operations. He possesses a wealth of experience in steering the development of succession strategies and implementing programs aimed at nurturing the welfare of family businesses and the forthcoming generations.
Board Of Protectors
Board of Protectors
The Board of Protectors diligently supervises the Foundation Council’s operations, ensuring that all endeavors are conducted with the utmost consideration for the well-being of the mentees and in strict adherence to the foundation’s policies.
Comprising seasoned legal experts and individuals with extensive experience in orchestrating succession planning, they are committed to safeguarding and fortifying family businesses for the forthcoming generations.
Staff
The Foundation engages proficient personnel responsible for overseeing daily operations, investment servicing, and wealth management