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Investor Profile

Marcuard Family Office AG

Entity type
Multi-Family Office
Headquarters
Zurich, Switzerland
Founded
1998
SEC Form ADV

Marcuard Family Office describes itself as an independent, partner-led multi-family office based in Zurich, providing wealth management, investment advisory, and portfolio management across liquid and private markets, alongside family governance and sustainability services for wealthy families.[Firm website]

The firm states it is licensed by the Swiss Financial Market Supervisory Authority as an asset manager, and its own site publishes recurring investment-outlook commentary and articles on wealth and succession topics for its client families.[Firm website]

Focus

Interdisciplinary wealth advisory beyond traditional asset management

The list is public. The introductions are not.

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