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.

Our Perspectives

‍Aligning Your Entire Portfolio for Positive Impact

At first glance, aligning your portfolio for positive impact might seem straightforward—simply invest in companies that do good and avoid those that don’t. But in reality, it's more complex. Here’s why.

Marcuard Family Office Insight: Transitioning from Entrepreneur to Investor

Transitioning from Entrepreneur to Investor

Marcuard Family Office was founded in Zurich in 1998 and is an independent, partner-led multi-family office.

As a family office, we take care of all relevant wealth issues, leaving you time for other things.

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.

Perspectives

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Our Perspectives

‍Aligning Your Entire Portfolio for Positive Impact

Marcuard Family Office Insight: Transitioning from Entrepreneur to Investor

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