Marcuard Heritage
Marcuard Heritage is a multi-family office headquartered in Zurich, Switzerland. Founded in 2003 by Swiss banking entrepreneurs, the firm grew out of the principals’ wealth created through decades of investment management and advisory experience.
Marcuard Heritage
Marcuard Heritage is a multi-family office headquartered in Zurich, Switzerland. Founded in 2003 by Swiss banking entrepreneurs, the firm grew out of the principals’ wealth created through decades of investment management and advisory experience. It provides independent wealth planning, portfolio management and related fiduciary services to global families, maintaining FINMA regulation and an open-architecture investment approach—advising families across generations.
General information
Firm type
Multi Family Office
Year founded
2003
AUM
—
Location
Region
Europe
Country
—
City
Zurich
Corporate office
Talstrasse 82
Frequently asked questions
What is Marcuard Heritage?
Marcuard Heritage is a multi family office headquartered in Zurich.
When was Marcuard Heritage founded?
Marcuard Heritage was founded in 2003.
Where is Marcuard Heritage headquartered?
Marcuard Heritage is headquartered in Zurich, in the Europe region.
What does Altss track for Marcuard Heritage?
Altss maintains an OSINT-verified profile of Marcuard Heritage covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Marcuard Heritage's website?
Marcuard Heritage's public website is marcuardheritage.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Marcuard Heritage?
Marcuard Heritage is classified by Altss as a Multi Family Office within the Europe region.
How does Altss source intelligence on Marcuard Heritage?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Marcuard Heritage?
Marcuard Heritage's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
Get access to Altss to unlock details
Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
Get access to Altss to unlock details
Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
Get access to Altss to unlock details
Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
Get access to Altss to unlock details
Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
Get access to Altss to unlock details
Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: