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Perspectives

The needs and challenges of our clients are diverse, as is our range of tasks as a Multi Family Office. This diversity requires various perspectives. Our goal is to always maintain a focus on both the fine details and the bigger picture.

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Our Perspectives

Wie gelingt langfristiger Anlageerfolg jenseits von Marktzyklen und Emotionen?

Im Gespräch mit Studierenden der Finance Association der Universität Luzern gibt unser Managing Patner, Lukas Dörig, Einblicke in die Prinzipien erfolgreicher Kapitalallokation.

NZZ: Reichtum in der Schweiz: viele Erben unter 300 Reichsten, aber es gibt Wandel

Viele der 300 Reichsten in der Schweiz haben ihr Geld geerbt und nicht selbst erarbeitet – trotzdem schaffen es immer andere ins Ranking

Tagesanzeiger Interview mit Jorge Frey

«Viele reiche Erben sind heute offener gegenüber einer Erbschaftssteuer»
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.
Legal Notices
  • Licensed by the Swiss Financial Market Supervisory Authority FINMA as a wealth manager.
  • Regulatory and legal notices
  • U.S. Clients
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