Protect what’s yours. Generation to generation.

Protecting your wealth is more complicated than ever. We help you navigate changing regulatory environments and unpredictable markets, properly structure your assets, and mitigate risk so that you take control of your wealth and safeguard your legacy for future generations.

You have worked hard to get to where you are today. There were risks and challenges. You want to preserve the wealth you have built, make sure it grows, and prepare it for the next generation. But your wealth is difficult to manage. It comprises complex structures across numerous jurisdictions with diverse regulatory requirements and involves multiple financial institutions and service providers.

At Marcuard Heritage, we sift through the complexity and simplify it for you. We structure and actively manage your assets, allowing you to regain control of your wealth and reduce the burden on you and your family. Regardless of where your assets are located, we make sure you get a clear and consolidated overview and understand what fees you are paying and to whom.

What we value is right in our name: Your heritage.

Learn more about the Marcuard Heritage approach to wealth management and our comprehensive range of investment and wealth planning solutions below.

Wealth management

We leverage our independence and expertise to provide investment, wealth planning and private office solutions to clients with complex financial needs.

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Wealth planning

A lasting legacy takes sound planning. Our solutions are designed to structure your wealth, manage your assets, prepare for transition and ultimately provide peace of mind.

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Investment solutions

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.

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Private office

Sometimes personal plans and projects create an unwanted burden. We can assist you with private office services upon request and based on your individual needs.

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