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DirectoryFinance & InsuranceExternal Asset ManagementZurichMarcuard Family Office AG
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Marcuard Family Office AG

Summary

About the company

Marcuard Family Office provides comprehensive services to families and high net worth individuals, including wealth management, family governance, strategy development and investment solutions. The company's core activity is the professional accompaniment and consulting of clients in all wealth-related matters, allowing them to focus on other things.

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Offering

Products & services

Industry:External Asset Management
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Family Governance
Family strategy, education, family committee, family meetings and generational transition to align values, goals and needs within family wealth.
Strategy
Overall wealth strategy, sub-strategies, structure and governance, liquidity planning and sustainability for the long-term management and control of assets.
Wealth Hub
Networking and coordination function for assets, including selection and monitoring of third parties, reporting, administration, project coordination, philanthropy as well as tax, legal and estate planning.
Investment solutions
Diversified liquid investments, private markets advisory, real estate projects, equity management, impact-oriented investments and careful review of investments.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Press

Media

January 6, 2025Media
Ex-Lombard-Odier-Banker leitet neuerdings Marcuard Family Office
finews.ch
April 2, 2020Media
Polit-Star Silberschmidt bei umstrittener Marcuard
insideparadeplatz.ch
July 18, 2018Media
Marcuard CIO wechselt zu Vontobel | People | Aktuell
investrends.ch

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Location

Bellerivestrasse 36
8008 Zurich
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-102.805.110
Founded
2000 · 26 years
Last commercial register change
April 20, 2026
Employees
21 to 50

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