Credo
The global financial industry is changing rapidly. We look ahead and prepare for the future. At the same time, Marcuard Family Office is a responsible and reliable employer and business partner.
Vision
We aim to be one of the leading Multi Family Offices in Switzerland, providing sustainable solutions for wealthy families with complex requirements. We strive to maintain independence and come up with equitable, customized solutions that add value to ambitious family enterprises.
Mission
We offer integrated financial services beyond traditional asset management. Drawing on our expertise, we help national and international families flourish for generations.
We operate discreetly and provide transparent services to our clients. Marcuard Family Office offers its families a home for their wealth management concerns. Our mission is to ensure the successful transition of values and assets from one generation to the next.
Values
Our values guide our action and describe how we act in the best interests of families on a daily basis.
Independence is the key to balanced advice.
Transparency is essential to ensure that the right decisions are made.
Dynamic teamwork delivers sustainable solutions.
Performance creates value.
