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11 09 127 • KG LU 11 09 127 Generato dall'IA

Foundation Council Member Fiduciary Duty Claim Dismissed Over High-Risk Investment

Numero d'incarto 11 09 127
Autorità giudiziaria
Giurisdizione Svizzera · Canton Lucerna (CH-LU)
Data della decisione
Esito del giudizio Respinto (Dismissed)
Spese processuali a carico del ricorrente / reclamante
Apri la fonte ufficiale Archivio Entscheidsuche Versione Markdown leggibile dalle macchine (.md)

Sintesi Legislator

Generato dall'IA

The appellate court upheld the dismissal of a claim against a foundation council member for alleged breach of fiduciary duty due to a high-risk investment strategy implemented after the founder's death, governed by Liechtenstein law. The court reasoned that the plaintiff failed to sufficiently substantiate that the holding of specific stocks, which constituted 55-60% of the portfolio, constituted an unacceptable risk profile requiring immediate sale by the specific date alleged; while the asset allocation did not perfectly align with a "slightly growth-oriented" strategy, the plaintiff did not provide evidence on the specific risk character of the Nasdaq-listed stocks or demonstrate that holding them further, especially when the market showed slight recovery signs and external advice favored holding, amounted to negligence that a conscientious council member would have avoided.

Regesto Legislator

Ufficiale

Liechtensteinische Familienstiftung, Sorgfaltspflichtverletzung eines Stiftungsrats durch hochriskante Anlagestrategie verneint. | Zivilrecht

Parole chiave

Generato dall'IA
fiduciario fondazione d'investimento violazione del dovere confisca dei beni responsabilità dell'istituto di previdenza licenziamento in tronco

Disposizioni normative citate

Generato dall'IA
Art. 932a PGR
Art. 913 PGR
Art. 913 Abs. 4 PGR
Art. 182 Abs. 1 PGR
Art. 245 Abs. 1 PGR
Art. 51 Abs. 1 lit. a BGG
Provision used to determine the value in dispute for the case.
Art. 99 BGG
Art. 119 Abs. 1 ZPO
Provision under which the appellant was ordered to bear the procedural costs of both instances because the appeal was unfounded.

Giurisprudenza citata

Generato dall'IA
BGE 134 I 88
BGE 124 III 99
Generato dall'IA
S 03 401
Foundation Dismissed as Improper Defendant in Vested Benefits Dispute
OG 1994 5
Universal Heir's Claim to Pension Funds Rejected in Favor of Statutory Heirs
A 09 16
Tax Authority's Right to Secure Claims Against Pension Distribution
S 05 144
Pension Fund Overpayment Recovery Time-Barred
A 10 201
Pension Institution Property Tax Exemption Dispute

Questioni giuridiche chiave estratte da Legislator

Generato dall'IA
Art. 119 Abs. 1 ZPO

Provision under which the appellant was ordered to bear the procedural costs of both instances because the appeal was unfounded.

§ 57 i.V.m. § 55 Abs. 1 KoV

Basis for the fixation of the respondent's legal fees for the appellate procedure.

§ 65 Abs. 1 KoV

Provision used to determine the amount of the respondent's legal fees for the appellate procedure.

Art. 51 Abs. 1 lit. a BGG

Provision used to determine the value in dispute for the case.

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Testo completo

Rechtsprechung Luzern

Instanz: · Obergericht

Abteilung: · I. Kammer

Rechtsgebiet: · Zivilrecht

Entscheiddatum: · 26.04.2010

Fallnummer: · 11 09 127

LGVE:

Leitsatz: · Liechtensteinische Familienstiftung, Sorgfaltspflichtverletzung eines Stiftungsrats durch hochriskante Anlagestrategie verneint.

Rechtskraft: · Diese Entscheidung ist rechtskräftig.