Firm profile
Marcuard Family Office AG
Marcuard Family Office AG is a multi-family office based in Zurich, Switzerland, founded in 1998.
Updated . Rechecked monthly.
- Entity type
- Multi-Family Office
- Headquarters
- Zurich, Switzerland
- Founded
- 1998
- Website
- marcuardfamilyoffice.com
- Source
- SEC Form ADV
About Marcuard Family Office AG
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
Where Marcuard Family Office AG is listed
Marcuard Family Office AG is in the investor directory.
Scope and method
- What is shown
- The facts on Marcuard Family Office AG's row of our directory lists: its kind, its headquarters, its founding year and website where the row gives them, the figure with its date, and the description.
- The figures
- Each figure carries its date. A figure from a public filing links that filing; a figure the firm reports itself is marked firm-reported.
- Sources
- SEC Form ADV and the firm's own website, marcuardfamilyoffice.com.
- Checked
Compiled by Praxis Rock Advisors. Reuse of our descriptions needs permission.