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Marcuard Family Office is a wealth management firm offering financial services and investment services headquartered in Zurich, Switzerland. The firm is an independent multi-client family office established in 1998 and designed to provide families with complex ownership and asset structures comprehensive advice intended to go beyond traditional asset management. For their clients, Marcuard works to offer a broad range of family office services and invest on their behalf in the worldwide financial markets.
Marcuard Family Office intends to be a leading multi-family office in Switzerland while providing sustainable solutions for wealthy families with complex requirements and works to strive to maintain independence while offering equitable, customized financial solutions for family enterprises. These integrated services are intended to go beyond traditional asset management. And, as part of this, Marcuard provides discreet and transparent services to the firm's clients in order to manage and help with their wealth management and related concerns.
The Marcuard offers the following services:
- Consolidation
- Risk analysis
- Negotiation of fees
- Asset and risk management
- Investment committee
- Tax reporting
- Outsourced CIO
- Private equity advisory
Marcuard offers family governance services. These services require a family to agree on how assets should be handled, with these assets needing to be defined and understood what value they hold within the family. This can then be used to form a basis of managing the family assets and find solutions to any conflicts within the family, while further determining the responsibilities for individual family members.
