Expertise

Lernen Sie unser Team kennen

Unser Team besteht aus engagierten Persönlichkeiten, die ein breites Spektrum an Expertise abdecken. Zu ihnen gehören erfahrene Profis in den Bereichen Anlagen, Nachhaltigkeit, Family Governance, Recht und Projektmanagement sowie versatile Allrounder.

Alle
Board of directors
Executive board
Relationship Management
Family Governance
Investments
Portfolio Management
Tax, Legal & Compliance
Operations
Frank Nyffenegger
https://www.linkedin.com/in/frank-nyffenegger-07040916/

Frank Nyffenegger

Senior Relationship Manager & Family Governance, Senior Partner
Tim Münger

Tim Münger

Analyst
Ulrich Burkhard
https://www.linkedin.com/in/ulrich-burkhard-9718291b/

Ulrich Burkhard

Founder & Chairman
Karin Taheny
https://www.linkedin.com/in/karintaheny/

Karin Taheny

Member of the Board of Directors
Lana Pfäffli
https://www.linkedin.com/in/lana-pf%C3%A4ffli-a27229238/

Lana Pfäffli

Office Manager
Samir Rajab
https://www.linkedin.com/in/samir-rajab/

Samir Rajab

Head Operations, Partner
Cécile Zobl-Badertscher
https://www.linkedin.com/in/c%C3%A9cile-zobl-badertscher-89a61884/

Cécile Zobl-Badertscher

Senior Legal Counsel, Partner
Lukas Dörig
https://www.linkedin.com/in/lukas-d%C3%B6rig-cfa-caia-70442838/

Lukas Dörig

Head Markets, Managing Partner
Jane Chua
https://www.linkedin.com/in/jane-chua-25ba56255/

Jane Chua

Assistant Relationship Management
Alessandra Willingsdorfer
https://www.linkedin.com/in/alessandrawillingsdorfer/

Alessandra Willingsdorfer

Relationship Manager
Martin Sutter
https://www.linkedin.com/in/martin-sutter-2ab14b6/

Martin Sutter

Member of the Board of Directors, Senior Partner
Andrea Mancal
https://www.linkedin.com/in/a-m-1664b932/

Andrea Mancal

Chief Compliance & Chief Risk Officer
Sandro Widmer
https://www.linkedin.com/in/sandro-widmer-7972b7124/

Sandro Widmer

Relationship Manager
Jorge Frey
https://www.linkedin.com/in/jorge-jürg-frey-54281717b/

Jorge Frey

Head Family Governance & Head HR, Senior Partner
Daniela Friis
https://www.linkedin.com/in/daniela-friis-58945899/

Daniela Friis

Office Manager
Sabrina Jud
https://www.linkedin.com/in/sabrina-jud-10746313b/

Sabrina Jud

Head Portfolio Management Services, Partner
Heiner Grüter
https://www.linkedin.com/in/heinergrueter/

Heiner Grüter

Member of the Board of Directors
Christoph Orschel
https://www.linkedin.com/in/christophorschel/

Christoph Orschel

Head Asset Management, Partner
Philipp Stokinger
https://www.linkedin.com/in/philippstokinger/

Philipp Stokinger

Senior Investment Advisor, Partner
Mauro Eichin
https://www.linkedin.com/in/mauro-eichin/

Mauro Eichin

Investment Advisor
Nadja Bleuler
https://www.linkedin.com/in/nadja-bleuler-7b1703a9/

Nadja Bleuler

Chief Economist, Partner
Denise Schmid
https://www.linkedin.com/in/denise-schmid-bb179319/

Denise Schmid

General Counsel & Head of Risk, Managing Partner
Wilhelm von Stotzingen
https://www.linkedin.com/in/wilhelm-von-stotzingen-b425797a/

Wilhelm von Stotzingen

Head Business Development, Senior Partner
Khalid Jalal
https://www.linkedin.com/in/kjalal/

Khalid Jalal

Systems Engineer
Dina Dingas
https://www.linkedin.com/in/dina-dingas-1aa356219/

Dina Dingas

Assistant Portfolio Management
Andreas Arni
https://www.linkedin.com/in/andreas-arni/

Andreas Arni

Chief Executive Officer, Managing Partner
Jérôme Ehrenbaum
https://www.linkedin.com/in/j%C3%A9r%C3%B4me-ehrenbaum-4872b9125/

Jérôme Ehrenbaum

Chief Financial Officer
Jörg Dobler
https://www.linkedin.com/in/jörg-dobler-200075187/

Jörg Dobler

Liquid Assets, Managing Partner
Mathias Zürcher

Mathias Zürcher

Investment Advisor
Pascal Gomez
https://www.linkedin.com/in/pascal-gomez-246888bb/

Pascal Gomez

Senior Relationship Manager
Yves Hürlimann
https://www.linkedin.com/in/yves-h%C3%BCrlimann-b4ab85150/

Yves Hürlimann

Relationship Manager
Vanessa Fasciati
https://www.linkedin.com/in/vanessa-fasciati-73a89340/

Vanessa Fasciati

Head Client Relationship Management, Partner
Marius Zemkauskas
https://www.linkedin.com/in/marius-%C5%BEemkauskas-83567b129/

Marius Zemkauskas

Associate Tax, Legal & Compliance
Cristina Pelloni
https://www.linkedin.com/in/cristina-pelloni-a2404b86/

Cristina Pelloni

Assistant Portfolio Management
Gianandrea Vedova
https://www.linkedin.com/in/gianandrea-vedova-56268511a/

Gianandrea Vedova

Relationship Manager
Thomas Gnägi
https://www.linkedin.com/in/thomas-gnaegi-95375b30/

Thomas Gnägi

Head Private Markets, Senior Partner
Sofia Sornik-Saravia
https://www.linkedin.com/in/sofia-sornik-556890a4/

Sofia Sornik-Saravia

Senior Compliance & Risk Officer
Heiner Grüter
https://www.linkedin.com/in/heinergrueter/

Heiner Grüter

Member of the Board of Directors
Karin Taheny
https://www.linkedin.com/in/karintaheny/

Karin Taheny

Member of the Board of Directors
Ulrich Burkhard
https://www.linkedin.com/in/ulrich-burkhard-9718291b/

Ulrich Burkhard

Founder & Chairman
Martin Sutter
https://www.linkedin.com/in/martin-sutter-2ab14b6/

Martin Sutter

Member of the Board of Directors, Senior Partner
Jörg Dobler
https://www.linkedin.com/in/jörg-dobler-200075187/

Jörg Dobler

Liquid Assets, Managing Partner
Denise Schmid
https://www.linkedin.com/in/denise-schmid-bb179319/

Denise Schmid

General Counsel & Head of Risk, Managing Partner
Andreas Arni
https://www.linkedin.com/in/andreas-arni/

Andreas Arni

Chief Executive Officer, Managing Partner
Lukas Dörig
https://www.linkedin.com/in/lukas-d%C3%B6rig-cfa-caia-70442838/

Lukas Dörig

Head Markets, Managing Partner
Sandro Widmer
https://www.linkedin.com/in/sandro-widmer-7972b7124/

Sandro Widmer

Relationship Manager
Gianandrea Vedova
https://www.linkedin.com/in/gianandrea-vedova-56268511a/

Gianandrea Vedova

Relationship Manager
Pascal Gomez
https://www.linkedin.com/in/pascal-gomez-246888bb/

Pascal Gomez

Senior Relationship Manager
Jane Chua
https://www.linkedin.com/in/jane-chua-25ba56255/

Jane Chua

Assistant Relationship Management
Jorge Frey
https://www.linkedin.com/in/jorge-jürg-frey-54281717b/

Jorge Frey

Head Family Governance & Head HR, Senior Partner
Frank Nyffenegger
https://www.linkedin.com/in/frank-nyffenegger-07040916/

Frank Nyffenegger

Senior Relationship Manager & Family Governance, Senior Partner
Yves Hürlimann
https://www.linkedin.com/in/yves-h%C3%BCrlimann-b4ab85150/

Yves Hürlimann

Relationship Manager
Wilhelm von Stotzingen
https://www.linkedin.com/in/wilhelm-von-stotzingen-b425797a/

Wilhelm von Stotzingen

Head Business Development, Senior Partner
Vanessa Fasciati
https://www.linkedin.com/in/vanessa-fasciati-73a89340/

Vanessa Fasciati

Head Client Relationship Management, Partner
Alessandra Willingsdorfer
https://www.linkedin.com/in/alessandrawillingsdorfer/

Alessandra Willingsdorfer

Relationship Manager
Jorge Frey
https://www.linkedin.com/in/jorge-jürg-frey-54281717b/

Jorge Frey

Head Family Governance & Head HR, Senior Partner
Frank Nyffenegger
https://www.linkedin.com/in/frank-nyffenegger-07040916/

Frank Nyffenegger

Senior Relationship Manager & Family Governance, Senior Partner
Nadja Bleuler
https://www.linkedin.com/in/nadja-bleuler-7b1703a9/

Nadja Bleuler

Chief Economist, Partner
Mauro Eichin
https://www.linkedin.com/in/mauro-eichin/

Mauro Eichin

Investment Advisor
Jörg Dobler
https://www.linkedin.com/in/jörg-dobler-200075187/

Jörg Dobler

Liquid Assets, Managing Partner
Christoph Orschel
https://www.linkedin.com/in/christophorschel/

Christoph Orschel

Head Asset Management, Partner
Philipp Stokinger
https://www.linkedin.com/in/philippstokinger/

Philipp Stokinger

Senior Investment Advisor, Partner
Thomas Gnägi
https://www.linkedin.com/in/thomas-gnaegi-95375b30/

Thomas Gnägi

Head Private Markets, Senior Partner
Lukas Dörig
https://www.linkedin.com/in/lukas-d%C3%B6rig-cfa-caia-70442838/

Lukas Dörig

Head Markets, Managing Partner
Mathias Zürcher

Mathias Zürcher

Investment Advisor
Tim Münger

Tim Münger

Analyst
Sabrina Jud
https://www.linkedin.com/in/sabrina-jud-10746313b/

Sabrina Jud

Head Portfolio Management Services, Partner
Dina Dingas
https://www.linkedin.com/in/dina-dingas-1aa356219/

Dina Dingas

Assistant Portfolio Management
Cristina Pelloni
https://www.linkedin.com/in/cristina-pelloni-a2404b86/

Cristina Pelloni

Assistant Portfolio Management
Cécile Zobl-Badertscher
https://www.linkedin.com/in/c%C3%A9cile-zobl-badertscher-89a61884/

Cécile Zobl-Badertscher

Senior Legal Counsel, Partner
Marius Zemkauskas
https://www.linkedin.com/in/marius-%C5%BEemkauskas-83567b129/

Marius Zemkauskas

Associate Tax, Legal & Compliance
Denise Schmid
https://www.linkedin.com/in/denise-schmid-bb179319/

Denise Schmid

General Counsel & Head of Risk, Managing Partner
Sofia Sornik-Saravia
https://www.linkedin.com/in/sofia-sornik-556890a4/

Sofia Sornik-Saravia

Senior Compliance & Risk Officer
Andrea Mancal
https://www.linkedin.com/in/a-m-1664b932/

Andrea Mancal

Chief Compliance & Chief Risk Officer
Khalid Jalal
https://www.linkedin.com/in/kjalal/

Khalid Jalal

Systems Engineer
Jérôme Ehrenbaum
https://www.linkedin.com/in/j%C3%A9r%C3%B4me-ehrenbaum-4872b9125/

Jérôme Ehrenbaum

Chief Financial Officer
Samir Rajab
https://www.linkedin.com/in/samir-rajab/

Samir Rajab

Head Operations, Partner
2/3
aller Mitarbeitenden sind Aktionärinnen und Aktionäre
45%
Prozent unseres Personals sind Frauen
9
Jahre
beträgt die durchschnittliche Betriebszugehörigkeit bei Marcuard Family Office.
42
Jahre
ist das Durchschnittsalter unserer Mitarbeitenden.
Identität und Vermögen: Verantwortung ist nicht vererbbar

Wenn Vermögen zum Drehbuch wird, leidet die eigene Identität. Anhand einer drastischen Filmszene zeigt Jorge Frey, warum junge Erwachsene Hürden brauchen, um Verantwortung, Eigenständigkeit und einen realistischen Lebensstil zu entwickeln.

Arrow
Relocation to Switzerland

Relocating to Switzerland as a wealthy family involves complex tax, legal and structural challenges. Early planning is essential — those who act too late often pay the price.

Arrow
Bilanz: Das sind die Perlen im Schweizer Private Banking

Wer hat die beste Lösung für die Bedürfnisse eines Kunden? Über 100 Banken traten gegeneinander an. Die TKB setzte sich im Finale durch.

Arrow
Über MFO
Marcuard Family Office wurde 1998 in Zürich gegründet und ist ein unabhängiges, partnergeführtes Multi-Family Office.
Warum?
Als Family Office kümmern wir uns umfassend um alle relevanten Vermögensthemen. Damit Ihnen Zeit bleibt für andere Dinge.
Wann?
Ganz gleich, ob Sie Ihr Unternehmen verkaufen, die aktuelle Situation restrukturieren, oder schwierige familiäre Verhältnisse meistern – die damit verbundenen Herausforderungen können überwältigend sein. Als erfahrene Berater begleiten wir Sie professionell durch Phasen des Übergangs und auch durch ruhigere Zeiten.
Rechtliche Hinweise
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