Press Release

A custom- tailored CRM system for MFO


Marcuard Family Office in Zurich has implemented an efficient, combined customer portal and CRM solution for a family office, based on the Microsoft standard technologies Microsoft Share Point and Microsoft SQL Server.

The Zurich-based Marucard Family Office works differently from a traditional financial services provider. Families with complex requirements generally do not have just one central contact person, but can directly access a network of specialists in finance, tax and legal matters at the same time. Many customers have very complex asset and family structures crossing several generations, but may also have trusts and companies and/or subsidiaries, which can all have individual bank connections. A “off-the-peg” CRM would not be able to fulfil these requirements. The IT Team at Marcuard Family Office realised this and developed a highly scalable combined customer portal/CRM solution based on Microsoft standard technologies such as SharePoint and SQL Server.

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© 2019 Marcuard Family Office Ltd.

Welcome, Marcuard Family Office is an independent Multi-Client Family Office in Switzerland. Established in 1998, it is specially designed in order to provide families that have complex ownership and asset structures with comprehensive advice which goes beyond traditional asset management. We greatly value the trust of selected family relationships with roots in Switzerland and all over the world. For them we provide a broad range of family office services and invest on their behalf in the worldwide financial markets.