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Partners

To better serve our clients, we collaborate closely with a trusted network of affiliates and specialists – giving them access to broader expertise, deeper insights, and tailored solutions to help achieve their goals.

Holistic wealth management encompasses a diverse and complex mix of services – from asset management and investment structuring to accounting, administration, tax consulting, and succession planning. Unlike banks, which often have to rely on in-house capabilities and offer a limited range of services, we leverage our independence for a more flexible approach.

Affiliates

At Marcuard Heritage, our clients benefit from our long-standing relationships with affiliate wealth management companies, which give us unfettered access to best-in-class products and highly specialised expertise. These associations boost our ability to build comprehensive and bespoke solutions for our clients.

External specialists

As an independent firm, we are free to collaborate with select partners who complement our in-house expertise. Our carefully curated network of external specialists provides us with value-adding services that enhance our portfolio and expand our offering.

By continuously reviewing and refining our partner relationships, we ensure we are working with the right experts at the right time. This allows us to stay agile, adapt to our clients’ evolving needs, and continue delivering exceptional value across generations.