Our values
Marcuard Heritage was founded on the strong belief in a better way to manage and protect wealth – one grounded in integrity, presence, independence, and personal service. Today, these values remain the foundation of our work and the cornerstones of our success.
Integrity. Presence. Independence. Personal service.
Integrity is not just a principle we live by – it’s a prerequisite. We build relationships on trust, openness, and mutual respect. Transparency allows us to understand our clients’ individual needs and long-term goals – and ensure they understand how we manage their wealth, plan for the future, and structure our fees.
Presence matters. As wealth planning and management evolve, an international presence is more important than ever. Our unique combination of global reach and local expertise is part of a deliberate, long-term strategy. We combine proximity with access, supporting clients and relationship managers alike with the best available options to meet their needs.
Independence is our greatest strength. We are not tied to any single bank, provider, or product, which means we can focus entirely on what’s best for each client. Our model gives us the flexibility to work with a wide network of carefully selected custodian banks and specialists – leveraging their individual strengths to tailor our solutions.
Our approach is personal. We live and work close to our clients. We speak their language and understand their culture. Our relationship managers build their careers around their clients – supporting them through every stage of life and helping them prepare for the next generation. This level of personal service simplifies our clients’ lives, ensures continuity, and provides peace of mind.
These core values have guided us for more than two decades – and will continue to do so for many more.