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Secure
and Successful Asset Management
Asset management for nonprofit organizations is a sensitive
business and is subject to very specific legal and factual requirements.
An important part of our counseling is to advise our clients
on how to best manage their assets in a legally secure, economically
balanced and purpose-driven way.
By your request, we will name you qualified asset managers,
accountants, fund managers, brokers, and independent financial
advisors, which will help you implement our advice and manage
your assets accordingly.
US Securities Class Actions/Securities Tracker Portfolio
Monitoring Program
In close cooperation with our partner law firm Schiffrin
Barroway Topaz & Kessler, LL.P., Philadelphia (USA),
an expert law firm on U.S. securities class actions, we offer
wealthy foundations with holdings of U.S. securities (stocks,
fixed-interest securities etc.) with a value of at least $10
million or a corresponding amount in EUR a lucrative and free-of-charge
tool to supervise their U.S. investments.
We are specialized in continually supervising and reviewing
portfolios of our clients from around the world looking particularly
for potential claims suitable for securities class actions in
the U.S. In case a class action is pending in the U.S. that
affects your securities as an investor, we will give you advice
on how to opt in and participate in that particular class action
free of charge in order to obtain a piece of the compensation
as contained in the settlement. The average compensation in
a settlement in case of U.S. securities class actions is by
the way more than $27 million in each case.
Not only U.S. investors, but also European investors can be
lawful recipients of such settlement monies. But in order to
be a lawful recipient, the particular investor must opt in and
participate in the relevant class action and claim his rights
in a formally correct way. By the way, according to German law
it is not only a right, but also a requirement for charitable
foundations to claim possible compensation money in the U.S.,
because not doing so would constitute a misdirection of available
funds with respect to German tax law which will result in the
denial of the foundation´s tax-exempt status.
Our law firm aims at helping NPOs to successfully seek compensation
from third persons for the fraudulent misuse of their securities
money. The strategic alliance between our law firm and Schiffrin
& Barroway, LLP gives investors from Europe (especially from
Germany, Austria and Switzerland) the great chance to carry
out their fiduciary duties to their clients on a convenient
and risk-free contingency fee basis. Our client has to pay neither
us nor Schiffrin & Barroway, LLP for our service. The service
of the Winheller Law Office is directly paid for by our partner
law firm Schiffrin & Barroway, LLP who is compensated out of
the settlement money on a contingency fee basis.
You can find additional information on our special automated
portfolio supervision program here.
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Nonprofit
Tax Law
