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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

The Outlook for the U.S. Dollar: Dominant, But No Longer Unquestioned

After a decade of dominance, the dollar is showing signs of strain. Policy shifts and global uncertainty are testing its role at the center of the financial system.

Should you set up your own single-family office?

Wealthy families often face crucial decisions when it comes to finding the right set-up for their wealth. In the past, setting up a single-family office (SFO) or mandating banks seemed to be the only viable options.

‍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
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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