services
Marcuard’s 360-degree approach provides private clients and their families with a comprehensive, one-stop solution for all their financial needs.
PRIVATE CLIENTS
Tax Residency / Relocation
Help each family member choose the most suitable tax-efficient country to live and work in.
Tax Optimization
Expert strategies to minimize tax liabilities and enhance tax efficiency across multiple assets.
360-Degree Financial Planning
Personalized plans covering all aspects of a client's financial life.
Bespoke Portfolio Management
Tailored investment strategies and management of complex portfolios in public and private markets.
Asset Diversification
Access to non-financial assets as a core diversifier.
Advanced Risk Mitigation
Proactive strategies to eliminate and reduce various types of risk.
Education & Family Governance
Private post-graduate tutorials for the educational needs of heirs, ensuring a smooth transition of wealth from one generation to the next.
Exclusive Insurance Solutions
Custom-made life, health, disability insurance plans.
Legacy and Retirement Planning
Advanced strategies to secure a peaceful retirement and preserve wealth over the years.
MULTI-FAMILY OFFICE
Business Succession Strategy
Detailed strategies for the smooth transition and continuity of family enterprises.
Family Governance and Education
Development of family governance structures and bespoke financial education programs for heirs.
Strategic Estate Planning
Design of robust estate structures, wills, and trusts to ensure a seamless wealth transfer.
Trust and Fiduciary Services
Comprehensive management and administration of complex family trusts, and corporations.
Philanthropic Advisory
Advising and structuring impactful charitable and family foundations.
Consolidated Financial Reporting
Detailed and consolidated reporting of extensive family assets and investments.
Legal and Compliance Safe Zone
Top-tier legal professionals to ensure all financial strategies adhere to global compliance standards.
specialized services
Tax Residency / Relocation
Help each family member choose the most suitable tax-efficient country to live and work in.
Exclusive Alternative Investments
Access to world-class hedge funds, private equity, and niche investments.
Fine Art and Collectibles
Specialized guidance in acquiring, managing, and divesting high-value art collections and other collectibles such as fine wines and vintage cars.
Bespoke Portfolio Management
Tailored investment strategies and management of complex portfolios in public and private markets.
Premier Real Estate Advisory
Expert assistance with acquiring, managing, and divesting luxury real estate properties.
Cutting-Edge Financial Technology
Access to advanced financial tools with top-tier algo trading and cybersecurity firms.
Impact and ESG Investments
Investment strategies that align with clients' values on social and environmental responsibility.