Marcuard Family Office AG - Family Office Services Welcome to Marcuard Family Office AG, Zürich

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Marcuard Family Office Ltd offers you tailor made solutions in the area of wealth management

We run your wealth management with the following credo:

It is our commitment to employ the best, most unbiased wealth management practices fort he purpose of growing, protecting and eventually transferring your wealth to future generations. The statue of Marcuard Family Office as a fully independent firm is crucial to this mission. This independence ensures that our decision making process yields solutions that serve only the needs and goals of our clients, without conflict of interest. With this unclouded view of our clients' objectives, we are able to resolve complex financial and estate-management issues and provide a truly integrated solution. One that is born of sound judgment, dedicated effort and discriminating expertise.


Integrated wealth management services

Marcuard Family Office offers in the area of wealth management services which complement one another. That way your family receives in every respect an integral solution:
A selection of our services

· Trusteeship

· Estate Planning

· Financial and Tax Planning

· Risk Management

· Financing and Leveraging Strategies

· Budget and Cash Flow Management


Your profitable wealth management through the specialist

As client of Marcuard Family Office your assets will be managed by our team of investment professionals in Zurich and the U.S. You will enjoy the advantages of a U.S. investment management culture defined by a fixed strategic asset allocation with dynamic changes within each asset class. Based on your specific needs, we can manage your portfolio in any reference currency and provide extremely competitive long term results with low volatility through diversification into more than 10 global asset classes. We bring all clients an unmatched, fully audited track record in money manager selection, ensuring you of the most talented money managers in the world. And to assure complete objectivity and independence, we do not accept any fees or commissions from the managers we select.


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