Effective implementation: Turning strategy into action
The effectiveness of a sound strategy hinges on its execution. At Marcuard Family Office, we bring your asset strategy to life through meticulous partner selection, ongoing vigilance, and disciplined, cohesive execution. Our investment team adheres to structured and methodical investment processes, combined with sensible portfolio construction. By focusing on the diligent implementation of your carefully crafted strategy, we manage your wealth prudently and for the long term. By upholding your defined strategy and ensuring risk diversification, we help you to avoid emotional decisions at any time, even amidst turbulence.
Diversified liquid investments
Manager selection and discretionary portfolio management for diversified liquid assets, including evaluation of ESG factors and impact potential.
Private markets advisory
Development of the commitment strategy and liquidity planning for private market investments, manager selection including consideration of ESG factors and impact potential, co-investment selection, as well as ongoing monitoring and support of the portfolio.
Real estate projects
Comprehensive coordination and management of real estate projects.
Holding management
Assistance with the management of holdings, and the selection and monitoring of suitable external specialists for overseeing holdings.
Impact investments
Selection and monitoring of suitable external specialists for impact first investments.