Marcuard Family Office Insight: Transitioning from Entrepreneur to Investor

MFO Insights
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This paper analyses the transition facing entrepreneurs and their families when a major source of their wealth—usually a business—is sold. This forces a shift in focus for the leader, from being an entrepreneur to becoming an investor and wealth manager.

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Lukas Dörig

Head Client Relationship Management, Managing Partner
About MFO
Marcuard Family Office was founded in Zurich in 1998 and is an independent, partner-led multi-family office.
Why?
As a family office, we take care of all relevant wealth issues, leaving you time for other things.
When?
Whether you are selling your business, restructuring the current situation, or overcoming difficult family circumstances, the associated challenges can be overwhelming. As experienced advisors, we professionally guide you through transition phases as well as through calmer periods.
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