A complete list of active advisors currently associated with Marcuard Family Office Ltd
Warmer can help you find a great advisor at Marcuard Family Office Ltd or one who fits your needs even better.
Marcuard Family Office Ltd. provides investment advisory, private markets advisory, cockpit and family office services to high‑net‑worth individuals, families, trusts, estates, charitable organizations and business entities, typically engaging clients with account sizes at or above USD 20 million. The firm also serves as sponsor and investment adviser to private investment funds and delivers both discretionary and non‑discretionary portfolio management. The firm defines individual client risk profiles and benchmarks and allocates primarily to affiliated and independent fund managers selected through due diligence, while offering consolidated reporting and coordination services to centralize clients’ wealth information. Its private markets advisory is explicitly provided on a non‑discretionary basis to qualified clients, and a substantial portion of its assets are managed or advised non‑discretionarily rather than under full investment discretion. Distinctive features compared with many peers include having its principal office outside the U.S. and a significant non‑U.S. client base, together with private‑fund sponsorship and pooled‑vehicle management roles and the use of performance‑based compensation for qualified private‑markets mandates. Operationally the firm emphasizes consolidated “cockpit” reporting and custody fee negotiation, relies on an external valuation contractor and maintains a formal Valuation Committee to review and document valuations used for fee calculations.
To learn more about the advisors currently working at Marcuard Family Office Ltd, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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