When young employees from Generation Y started entering the workforce in the aughts, employers suddenly faced new challenges. Millennials arrived with expectations that were inconceivable a decade before. Since then, corporate cultures and workplaces have been turned upside down. Companies who acted early and fast are now well-positioned to attract top talent.
We’ve assembled a team of over 60 wealth and financial management specialists across four locations to combine personalized service with specialized market expertise.
At Marcuard Heritage, we are not only committed to our clients, we are also dedicated to our communities. That’s why we, both as a company and as individuals, support non-profit organizations dedicated to local social.
Whether you wish to delegate your investment decisions or play a more active role, we offer a best-in-class investment strategy and bespoke advisory services to meet your individual needs. And of course, we can assist you with private office services upon request and based on your individual needs.
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