Cockpit - In order to make informed and objective decisions you need a condensed, transparent and customised overview of your liquid and illiquid assets. We provide such reports on a regular basis and make sure they are accessible at all times.
Consolidation
You need a consolidated overview of your financial wealth
Consolidation involves many custodians and bank accounts, ranging from the traditional asset categories such as equities, bonds, cash and hedge funds, to the non-traditional categories such as private equity, real estate, insurance funds, loans and direct investments. Among numerous other features, the consolidated statement compares the performance of each asset with the relevant benchmark, evaluates costs and provides a detailed profit and loss analysis. You can access your information at any time on our secure web-based client portal which also acts as emergency back-up system for all your other personal documents.
Consolidation
You need a consolidated overview of your financial wealth
Consolidation involves many custodians and bank accounts, ranging from the traditional asset categories such as equities, bonds, cash and hedge funds, to the non-traditional categories such as private equity, real estate, insurance funds, loans and direct investments. Among numerous other features, the consolidated statement compares the performance of each asset with the relevant benchmark, evaluates costs and provides a detailed profit and loss analysis. You can access your information at any time on our secure web-based client portal which also acts as emergency back-up system for all your other personal documents.
Consolidation involves many custodians and bank accounts, ranging from the traditional asset categories such as equities, bonds, cash and hedge funds, to the non-traditional categories such as private equity, real estate, insurance funds, loans and direct investments. Among numerous other features, the consolidated statement compares the performance of each asset with the relevant benchmark, evaluates costs and provides a detailed profit and loss analysis. You can access your information at any time on our secure web-based client portal which also acts as emergency back-up system for all your other personal documents.
Invest - You want Marcuard Family Office to understand your needs and objectives, your return expectations and your capacity for risk. Your chosen investment strategy shall be consistently implemented to help you avoid any emotional decisions.
Consolidation
You need a consolidated overview of your financial wealth
Consolidation involves many custodians and bank accounts, ranging from the traditional asset categories such as equities, bonds, cash and hedge funds, to the non-traditional categories such as private equity, real estate, insurance funds, loans and direct investments. Among numerous other features, the consolidated statement compares the performance of each asset with the relevant benchmark, evaluates costs and provides a detailed profit and loss analysis. You can access your information at any time on our secure web-based client portal which also acts as emergency back-up system for all your other personal documents.
Consolidation
You need a consolidated overview of your financial wealth
Consolidation involves many custodians and bank accounts, ranging from the traditional asset categories such as equities, bonds, cash and hedge funds, to the non-traditional categories such as private equity, real estate, insurance funds, loans and direct investments. Among numerous other features, the consolidated statement compares the performance of each asset with the relevant benchmark, evaluates costs and provides a detailed profit and loss analysis. You can access your information at any time on our secure web-based client portal which also acts as emergency back-up system for all your other personal documents.
Project - Every family has different needs and pursues a variety of projects. Our respective services are tailor-made and may be provided either on a recurrent basis, or on request. We assign a dedicated Marcuard Family Office project manager to each project, who reports directly to you and your family.
Consolidation
Consolidation involves many custodians and bank accounts, ranging from the traditional asset categories such as equities, bonds, cash and hedge funds, to the non-traditional categories such as private equity, real estate, insurance funds, loans and direct investments. Among numerous other features, the consolidated statement compares the performance of each asset with the relevant benchmark, evaluates costs and provides a detailed profit and loss analysis. You can access your information at any time on our secure web-based client portal which also acts as emergency back-up system for all your other personal documents.
Family - You want to get a better understanding of your family dynamics and make sound, informed decisions. While it may sound straightforward, this process can prove to be overwhelming at times. Marcuard Family Office works closely with you to identify your planning needs, and with our long-standing experience, helps you devise tailored solutions to match your specific needs.
Consolidation
You need a consolidated overview of your financial wealth
Consolidation involves many custodians and bank accounts, ranging from the traditional asset categories such as equities, bonds, cash and hedge funds, to the non-traditional categories such as private equity, real estate, insurance funds, loans and direct investments. Among numerous other features, the consolidated statement compares the performance of each asset with the relevant benchmark, evaluates costs and provides a detailed profit and loss analysis. You can access your information at any time on our secure web-based client portal which also acts as emergency back-up system for all your other personal documents.
