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DirectoryFinance & InsuranceExternal Asset ManagementGenevaAtlantis Marcuard SA
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Atlantis Marcuard SA

Summary

About the company

Atlantis Marcuard SA is an independent wealth management firm providing bespoke investment management, family office and multi‑family office services, financial and estate planning, and tax optimisation. Its services also include access to alternative investments, art and collectibles advisory, and relocation/tax residency support.

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Products & services

Industry:External Asset Management
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✓ Offered8
Wealth Management
Tailored portfolio management in public and private markets, bespoke portfolio management, investment advice and access to traditional as well as alternative investments.
Financial Planning
360-degree financial planning, tax optimization, legacy and retirement planning, asset diversification and risk mitigation for affluent private clients and families.
Family Office Services
Services for families: business succession strategy, family governance, education of heirs, strategic estate planning, trusts, consolidated financial reporting and administrative support.
Philanthropic Advisory
Advisory on structuring charitable foundations and family foundations as well as aligning donation and foundation activities with the family's goals.
Tax Residency / Relocation
Support with choosing the tax-appropriate country of residence and work for family members, as well as with tax-efficient relocation planning.

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Location

Rue du Mont-Blanc 4
1201 Geneva

At a glance

Legal form
Corporation
UID
CHE-208.800.040
Founded
2016 · 10 years
Last commercial register change
March 2, 2026
Employees
1 to 10

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