Private Banking – Use the all-embracing Know-How of Marcuard Family Office Ltd

Your private banker for an all-embracing wealth management

It is true that every family we work with has substantial assets. But this does not mean they all have the same wealth management needs. So we make our first goal to spend a great deal of time working with you as a new client to identify the critical strategic issues your family faces. Once this analysis is complete, our team of global specialists, selected for their unsurpassed expertise in multiple disciplines, then develops an action plan. And finally, we work together with both your own advisors and our chosen experts to implement this plan and ensure that it is executed and maintained flawlessly, every step of the way. The ultimate goal is, of course, the growth, management and continuity of your wealth.

Integral services of your private banker in the area of asset management / wealth management:

· Financial and Tax Planning

· Estate Planning

· Trusteeship

· Risk Management

· Financing and Leveraging Strategies

· Budget and Cash Flow Management

· Performance Monitoring & Analysis

· Compliance & Reporting

· Family Learning Centre

· Family Philanthropy

· Investment Strategies and Policy

· Asset Allocation, Manager Selection

Take advantage as a private client of a network of extraordinary experienced and competent experts in the area of asset management / wealth management of Marcuard Family Office.
With the incorporation in the selective client roster of Marcuard Family Office you are assigned a team of professionals, which will elaborate together with you a service package specific to your family's objectives. At Marcuard Family Office, while dealing with investments to advice regarding wealth issues, your family can always count on the professional help of their personal specialist team.

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