Marcuard Family Office AG

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Marcuard Family Office AG Overview

Type

Multi Family Office

Year Founded

1998

General Information

Marcuard Family Office AG is a multi-family office headquartered in Zurich, Switzerland. Founded in 1998 by former Vontobel banker Ulrich Burkhard, the firm traces its wealth origin to partners’ long-standing private banking careers and serves entrepreneurial families with independent advisory, investment management and holistic planning across generations—prioritising unbiased asset allocation, consolidated reporting and succession governance.

Contact Information

Website:
https://www.marcuardfamilyoffice.com/

Year Founded:
1998

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Zurich, Switzerland

Portfolio & Notable Allocations


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Marcuard Family Office Ag | Zurich Multi Family Office | Altss