Marcuard Family Office is one of the leading independent Multi-Client Family Offices in Europe. Established in 1998, it is specially designed in order to provide families that have complex ownership and asset structures with comprehensive advice which goes far beyond traditional asset management.
We greatly value the trust of selected family relationships with roots in Switzerland, Europe, Asia, North and South America. For them we provide a broad range of family office services and invest on their behalf in the world’s most important financial markets.
Our services
We pride ourselves on the interdisciplinary nature of the services we offer. This enables us to view our clients’ complex financial needs from a holistic perspective and ensures that your objectives can be attained more efficiently.
Marcuard Family Office relieves you – use the time for the other important things in your life.
Investment Management
We engage in long-term, strategic investment planning for our clients that often extends across one or two generations. The key objective is to maintain the purchasing power of your capital down the generations in the face of taxation and inflation.
In order to fulfill this objective, Marcuard Family Office has a special strategic investment committee comprised of businesspeople, investment strategists and sustainability experts. This committee regularly evaluates current and future opportunities as a basis for long-term strategic asset allocation.
The investment strategy is implemented by selecting specialized asset managers who combine to achieve the best possible balance of risk and return. This multi-manager approach ensures a very broad diversification of the portfolio by asset class, region, investment style and manager level. We choose our asset and fund managers in accordance with carefully defined criteria based on a systematic, quantitative and qualitative selection process.
Our clients
Our services are aimed at families with complex requirements in respect of the structuring and management of their assets. A concern shared by all our clients is that they desire a genuinely holistic approach, enabling them to govern their complex financial, legal and personal affairs in a coordinated manner. Other factors common to all our clients are as follows:
* Need for family governance – values, structures, processes
* Assets that endure for more than two generations
* Complex wealth management needs/structures
* Multi-level ownership structures (currently or in future)
* Matters that have to be decided on by a group of people
* Need for financial education/expertise