Family Office
MARCUARD HERITAGE
Zurich, Switzerland
Type
Family Office
Check size
n/a
Verticals
wealth management, investment management, alternative credit
Investment thesis
Marcuard Heritage is a Swiss-based independent wealth management firm established in 2003, headquartered in Zurich. The company specializes in providing tailored financial advisory and asset management services to high-net-worth individuals, families, and entrepreneurs, with a focus on long-term wealth preservation and succession planning. Marcuard Heritage is known for its client-centric approach, offering independent advice free from conflicts of interest, and operates under the regulatory oversight of the Swiss Financial Market Supervisory Authority (FINMA). The firm has built a strong reputation for discretion, stability, and expertise in cross-border wealth management, serving clients across Europe, the Middle East, and Asia.
Investment focus
Business models
services
Customer segments
High-net-worth individuals, Entrepreneurs
Geography
Europe, APAC, Middle East
Links
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