Marcuard Family Office
Overview
Established in 1998, Marcuard Family Office is an independent, partner-led multi-family office headquartered in Zurich, Switzerland. The firm specializes in offering comprehensive wealth management services, including investment advisory, family governance, and holistic planning, to high-net-worth families seeking to preserve and grow their wealth across generations. With a focus on long-term capital preservation and growth, Marcuard Family Office structures tailored solutions across various asset classes and jurisdictions, assisting families in navigating complex financial landscapes and sustaining wealth over time. The firm's investment approach encompasses a diverse range of asset classes, such as private equity, real estate, fixed income, hedge funds, and venture capital, enabling them to address the unique needs and objectives of each family they serve. Marcuard Family Office is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as a wealth manager, ensuring adherence to the highest regulatory standards and providing clients with confidence in the firm's commitment to excellence and integrity. The firm's team comprises experienced professionals dedicated to delivering personalized and empathetic service, fostering genuine connections with clients, and offering fresh perspectives that redefine possibilities. They guide families through complex situations by advising them on a range of wealth and family-related issues while managing their wealth with care and sensitivity. Marcuard Family Office's dedication to authenticity and transparency forms the foundation for their long-lasting client relationships, enabling them to achieve transformative results and support families in realizing their financial goals. With a strong presence in Zurich and a network of affiliated offices, Marcuard Family Office continues to uphold the legacy of the Marcuard family, which traces its origins to Johann-Rudolf Marcuard, a Swiss banker who founded Marcuard & Cie in 1746. The firm's commitment to client-centric service and trusted expertise reflects the foundational principles established by Johann-Rudolf Marcuard, ensuring that families receive the highest level of service and support in managing their wealth and sustaining their values over generations.
Investment Focus
- High-net-worth families
- Complex asset structures
- Long-term capital preservation and growth objectives
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Marcuard Family Office
What sectors does Marcuard Family Office invest in?
Marcuard Family Office invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Zurich, Zurich, Switzerland. Marcuard Family Office is listed as a family office in the ConnectSafely investor database.
What stage does Marcuard Family Office invest at?
Marcuard Family Office backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Marcuard Family Office invest in?
Marcuard Family Office invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.
Who are the partners at Marcuard Family Office?
Team members listed for Marcuard Family Office include Nadja Bleuler (Chief Economist) and Jérôme Ehrenbaum (Chief Financial Officer).
What companies has Marcuard Family Office invested in?
Marcuard Family Office's portfolio includes Nestlé, Swiss Re, Roche, Novartis, UBS, Credit Suisse, Zurich Insurance Group and Swisscom.
How do I contact Marcuard Family Office?
Marcuard Family Office's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
