Profile Preview — Altss
Marcuard Heritage Overview
Type
Family Office - Multi
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:
Website:
https://marcuardheritage.com/
Year Founded:
2003
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Need institutional-grade insight on family offices?
Altss delivers:
- • Live OSINT deal alerts
- • Allocation history by asset class
- • Principals with verified direct contacts
Prefer a guided tour?
We’ll walk you through:
- • Interactive funding timelines
- • Custom mandate & allocation filters