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Marcuard Heritage Overview
Type
Multi Family Office
Year Founded
2003
General Information
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.
Contact Information
Website:
https://marcuardheritage.com/
Year Founded:
2003
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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