International wealth planning

When your wealth is spread across multiple financial institutions, service providers, and jurisdictions, staying on top of everything becomes increasingly complex. You want to regain control, create a robust plan, and execute it systematically – ideally through a single, trusted partner.

At Marcuard Heritage, we believe wealth planning is the foundation of long-term financial success. It’s the solid structure that holds your financial future together – designed according to your specifications and built to last across generations. That’s why our process begins with a detailed understanding of your individual situation, family dynamics, financial goals, and long-term objectives.

Our wealth planning solutions are supported by an international team of in-house experts, partner custodians, and trusted external specialists with expertise in our select client markets of Asia, Europe, Latin America, and the Middle East. These are the regions where we live and work, and where we understand both the financial landscape and the cultural nuances that shape it.

We cover the full spectrum of wealth planning structures – from companies, trusts, and foundations to life insurance policies and private label funds. Once your strategy is in place, we continue to manage and refine it, monitoring shifts in the market and adapting your plan as circumstances change or your needs evolve.

With a clear personalised roadmap – and the confidence of having everything coordinated through your dedicated relationship manager – you can move forward knowing your wealth is protected, your goals are in focus, and your legacy is in good hands.