1998 – 2000
Three partners come together to found Marcuard Family Office, with the objective of assisting families with complex ownership and asset structures and providing comprehensive consultancy services. An initial staff of three serves the first clients from an office at Bahnhofstrasse 106 in Zurich.
The office grows and breaks even within two years. The nature of the company’s services leads to a significant increase in the number of families requesting our assistance. Investments in technology and additional expertise broaden the company’s investment management capabilities. The need for additional office space results in a relocation to Bahnhofstrasse 81.
2001 – 2004
Clients receive the first investment outlook publication.
The team is strengthened by the appointment of a new Senior Partner in tax, legal and compliance.
2005 – 2006
Marcuard Family Office successfully accomplishes a major change in its ownership structure while maintaining its independence.
Major investments in technology allow the firm to deliver new reports and increase its service capabilities; relationship management is further strengthened with the appointment of an additional partner.
2007 – 2008
Non- executive board members are appointed to strengthen governance. A dedicated Family Office services team takes up its duties. The company now employs 17 members of staff* and relocates to Bellevue in Zurich.
The investment management team is complemented by a Senior Portfolio Manager.
*as of 01.01.2008
2009 – 2012
The business model proves to be sustainable as families are looking for alternatives to banks. Despite the financial crisis, client assets are growing and the number of staff has increased to a total of 22 professionals.*
New family office clients join; the organization and processes are further institutionalized. The partner base is expanded, five juniors partners buy into the company.
*as of 01.01.2011
2013 –
The company takes a further step by splitting the Chairman and CEO function and employing senior employees. To enhance client communication, a new secure client portal is rolled out.
The company employs 34 members of staff* with different specialisms, ensuring it is well positioned to serve families with complex needs.
*01.01.2023