Expertise

Lernen Sie unser Team kennen

Unser Team besteht aus engagierten Persönlichkeiten, die ein breites Spektrum an Expertise abdecken. Zu ihnen gehören erfahrene Profis in den Bereichen Anlagen, Nachhaltigkeit, Family Governance, Recht und Projektmanagement sowie versatile Allrounder.

Alle
Board of directors
Executive board
Relationship Management
Family Governance
Investments
Portfolio Management
Tax, Legal & Compliance
Operations
Sofia Sornik-Saravia
https://www.linkedin.com/in/sofia-sornik-556890a4/

Sofia Sornik-Saravia

Senior Compliance Officer
Sabrina Jud
https://www.linkedin.com/in/sabrina-jud-10746313b/

Sabrina Jud

Head Portfolio Management Services & Portfolio Manager
Vanessa Fasciati
https://www.linkedin.com/in/vanessa-fasciati-73a89340/

Vanessa Fasciati

Deputy Head Client Relationship Management, Partner
Lukas Dörig
https://www.linkedin.com/in/lukas-d%C3%B6rig-cfa-caia-70442838/

Lukas Dörig

Head Client Relationship Management, Managing Partner
Martin Sutter
https://www.linkedin.com/in/martin-sutter-2ab14b6/

Martin Sutter

Member of the Board of Directors, Senior Partner
Frank Nyffenegger
https://www.linkedin.com/in/frank-nyffenegger-07040916/

Frank Nyffenegger

Senior Relationship Manager & Family Governance, Senior Partner
Pascal Gomez
https://www.linkedin.com/in/pascal-gomez-246888bb/

Pascal Gomez

Senior Relationship Manager
Jane Chua
https://www.linkedin.com/in/jane-chua-25ba56255/

Jane Chua

Assistant Relationship Management
Andreas Arni
https://www.linkedin.com/in/andreas-arni/

Andreas Arni

Chief Executive Officer, Managing Partner
Lana Pfäffli
https://www.linkedin.com/in/lana-pf%C3%A4ffli-a27229238/

Lana Pfäffli

Office Manager
Ulrich Burkhard
https://www.linkedin.com/in/ulrich-burkhard-9718291b/

Ulrich Burkhard

Founder & Chairman
Gianandrea Vedova
https://www.linkedin.com/in/gianandrea-vedova-56268511a/

Gianandrea Vedova

Relationship Manager
Daniela Friis
https://www.linkedin.com/in/daniela-friis-58945899/

Daniela Friis

Office Manager
Jorge Frey
https://www.linkedin.com/in/jorge-jürg-frey-54281717b/

Jorge Frey

Head Family Governance & Head HR, Senior Partner
Cristina Pelloni
https://www.linkedin.com/in/cristina-pelloni-a2404b86/

Cristina Pelloni

Assistant Portfolio Management
Heiner Grüter
https://www.linkedin.com/in/heinergrueter/

Heiner Grüter

Member of the Board of Directors
Sandro Widmer
https://www.linkedin.com/in/sandro-widmer-7972b7124/

Sandro Widmer

Relationship Manager
Marius Zemkauskas
https://www.linkedin.com/in/marius-%C5%BEemkauskas-83567b129/

Marius Zemkauskas

Associate Tax, Legal & Compliance
Philipp Stokinger
https://www.linkedin.com/in/philippstokinger/

Philipp Stokinger

Senior Investment Advisor, Partner
Cécile Zobl-Badertscher
https://www.linkedin.com/in/c%C3%A9cile-zobl-badertscher-89a61884/

Cécile Zobl-Badertscher

Senior Legal Counsel, Partner
Christoph Orschel
https://www.linkedin.com/in/christophorschel/

Christoph Orschel

Head Liquid Markets, Partner
Jérôme Ehrenbaum
https://www.linkedin.com/in/j%C3%A9r%C3%B4me-ehrenbaum-4872b9125/

Jérôme Ehrenbaum

Chief Financial Officer
Mauro Eichin
https://www.linkedin.com/in/mauro-eichin/

Mauro Eichin

Investment Advisor
Wilhelm von Stotzingen
https://www.linkedin.com/in/wilhelm-von-stotzingen-b425797a/

Wilhelm von Stotzingen

Senior Relationship Manager & Business Development, Senior Partner
Karin Taheny
https://www.linkedin.com/in/karintaheny/

Karin Taheny

Member of the Board of Directors
Samir Rajab
https://www.linkedin.com/in/samir-rajab/

Samir Rajab

Head of Operations, Partner
Andrea Mancal
https://www.linkedin.com/in/a-m-1664b932/

Andrea Mancal

Chief Compliance Officer, Partner
Khalid Jalal
https://www.linkedin.com/in/kjalal/

Khalid Jalal

Systems Engineer
Thomas Gnägi
https://www.linkedin.com/in/thomas-gnaegi-95375b30/

Thomas Gnägi

Head Private Markets, Senior Partner
Jörg Dobler
https://www.linkedin.com/in/jörg-dobler-200075187/

Jörg Dobler

Head Asset Management, Managing Partner
Yves Hürlimann
https://www.linkedin.com/in/yves-h%C3%BCrlimann-b4ab85150/

Yves Hürlimann

Relationship Manager
Mathias Zürcher

Mathias Zürcher

Investment Advisor
Dina Dingas
https://www.linkedin.com/in/dina-dingas-1aa356219/

Dina Dingas

Assistant Portfolio Management
Denise Schmid
https://www.linkedin.com/in/denise-schmid-bb179319/

Denise Schmid

Head Tax, Legal & Compliance, Managing Partner
Alessandra Willingsdorfer
https://www.linkedin.com/in/alessandrawillingsdorfer/

Alessandra Willingsdorfer

Relationship Manager
Tim Münger

Tim Münger

Analyst
Nadja Bleuler
https://www.linkedin.com/in/nadja-bleuler-7b1703a9/

Nadja Bleuler

Chief Economist, Partner
Karin Taheny
https://www.linkedin.com/in/karintaheny/

Karin Taheny

Member of the Board of Directors
Ulrich Burkhard
https://www.linkedin.com/in/ulrich-burkhard-9718291b/

Ulrich Burkhard

Founder & Chairman
Martin Sutter
https://www.linkedin.com/in/martin-sutter-2ab14b6/

Martin Sutter

Member of the Board of Directors, Senior Partner
Heiner Grüter
https://www.linkedin.com/in/heinergrueter/

Heiner Grüter

Member of the Board of Directors
Andreas Arni
https://www.linkedin.com/in/andreas-arni/

Andreas Arni

Chief Executive Officer, Managing Partner
Denise Schmid
https://www.linkedin.com/in/denise-schmid-bb179319/

Denise Schmid

Head Tax, Legal & Compliance, Managing Partner
Jörg Dobler
https://www.linkedin.com/in/jörg-dobler-200075187/

Jörg Dobler

Head Asset Management, Managing Partner
Lukas Dörig
https://www.linkedin.com/in/lukas-d%C3%B6rig-cfa-caia-70442838/

Lukas Dörig

Head Client Relationship Management, Managing Partner
Frank Nyffenegger
https://www.linkedin.com/in/frank-nyffenegger-07040916/

Frank Nyffenegger

Senior Relationship Manager & Family Governance, Senior Partner
Jane Chua
https://www.linkedin.com/in/jane-chua-25ba56255/

Jane Chua

Assistant Relationship Management
Jorge Frey
https://www.linkedin.com/in/jorge-jürg-frey-54281717b/

Jorge Frey

Head Family Governance & Head HR, Senior Partner
Lukas Dörig
https://www.linkedin.com/in/lukas-d%C3%B6rig-cfa-caia-70442838/

Lukas Dörig

Head Client Relationship Management, Managing Partner
Vanessa Fasciati
https://www.linkedin.com/in/vanessa-fasciati-73a89340/

Vanessa Fasciati

Deputy Head Client Relationship Management, Partner
Pascal Gomez
https://www.linkedin.com/in/pascal-gomez-246888bb/

Pascal Gomez

Senior Relationship Manager
Sandro Widmer
https://www.linkedin.com/in/sandro-widmer-7972b7124/

Sandro Widmer

Relationship Manager
Wilhelm von Stotzingen
https://www.linkedin.com/in/wilhelm-von-stotzingen-b425797a/

Wilhelm von Stotzingen

Senior Relationship Manager & Business Development, Senior Partner
Yves Hürlimann
https://www.linkedin.com/in/yves-h%C3%BCrlimann-b4ab85150/

Yves Hürlimann

Relationship Manager
Alessandra Willingsdorfer
https://www.linkedin.com/in/alessandrawillingsdorfer/

Alessandra Willingsdorfer

Relationship Manager
Gianandrea Vedova
https://www.linkedin.com/in/gianandrea-vedova-56268511a/

Gianandrea Vedova

Relationship Manager
Jorge Frey
https://www.linkedin.com/in/jorge-jürg-frey-54281717b/

Jorge Frey

Head Family Governance & Head HR, Senior Partner
Frank Nyffenegger
https://www.linkedin.com/in/frank-nyffenegger-07040916/

Frank Nyffenegger

Senior Relationship Manager & Family Governance, Senior Partner
Philipp Stokinger
https://www.linkedin.com/in/philippstokinger/

Philipp Stokinger

Senior Investment Advisor, Partner
Tim Münger

Tim Münger

Analyst
Mathias Zürcher

Mathias Zürcher

Investment Advisor
Thomas Gnägi
https://www.linkedin.com/in/thomas-gnaegi-95375b30/

Thomas Gnägi

Head Private Markets, Senior Partner
Jörg Dobler
https://www.linkedin.com/in/jörg-dobler-200075187/

Jörg Dobler

Head Asset Management, Managing Partner
Mauro Eichin
https://www.linkedin.com/in/mauro-eichin/

Mauro Eichin

Investment Advisor
Nadja Bleuler
https://www.linkedin.com/in/nadja-bleuler-7b1703a9/

Nadja Bleuler

Chief Economist, Partner
Christoph Orschel
https://www.linkedin.com/in/christophorschel/

Christoph Orschel

Head Liquid Markets, Partner
Sabrina Jud
https://www.linkedin.com/in/sabrina-jud-10746313b/

Sabrina Jud

Head Portfolio Management Services & Portfolio Manager
Cristina Pelloni
https://www.linkedin.com/in/cristina-pelloni-a2404b86/

Cristina Pelloni

Assistant Portfolio Management
Dina Dingas
https://www.linkedin.com/in/dina-dingas-1aa356219/

Dina Dingas

Assistant Portfolio Management
Cécile Zobl-Badertscher
https://www.linkedin.com/in/c%C3%A9cile-zobl-badertscher-89a61884/

Cécile Zobl-Badertscher

Senior Legal Counsel, Partner
Denise Schmid
https://www.linkedin.com/in/denise-schmid-bb179319/

Denise Schmid

Head Tax, Legal & Compliance, Managing Partner
Marius Zemkauskas
https://www.linkedin.com/in/marius-%C5%BEemkauskas-83567b129/

Marius Zemkauskas

Associate Tax, Legal & Compliance
Andrea Mancal
https://www.linkedin.com/in/a-m-1664b932/

Andrea Mancal

Chief Compliance Officer, Partner
Sofia Sornik-Saravia
https://www.linkedin.com/in/sofia-sornik-556890a4/

Sofia Sornik-Saravia

Senior Compliance Officer
Samir Rajab
https://www.linkedin.com/in/samir-rajab/

Samir Rajab

Head of Operations, Partner
Jérôme Ehrenbaum
https://www.linkedin.com/in/j%C3%A9r%C3%B4me-ehrenbaum-4872b9125/

Jérôme Ehrenbaum

Chief Financial Officer
Khalid Jalal
https://www.linkedin.com/in/kjalal/

Khalid Jalal

Systems Engineer
2/3
aller Mitarbeitenden sind Aktionärinnen und Aktionäre
45%
Prozent unseres Personals sind Frauen
9
Jahre
beträgt die durchschnittliche Betriebszugehörigkeit bei Marcuard Family Office.
42
Jahre
ist das Durchschnittsalter unserer Mitarbeitenden.
Pascal Bieri liest: "Erbe als Verantwortung"

In der Bilanz zeigt Pascal Bieri, wie Jorge Frey mit seinem neuen Buch der nächsten Erbengeneration eine klare Orientierung bietet.

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NZZ: Reichtum in der Schweiz: viele Erben unter 300 Reichsten, aber es gibt Wandel

Viele der 300 Reichsten in der Schweiz haben ihr Geld geerbt und nicht selbst erarbeitet – trotzdem schaffen es immer andere ins Ranking

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Tagesanzeiger Interview mit Jorge Frey

«Viele reiche Erben sind heute offener gegenüber einer Erbschaftssteuer»

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Über MFO
Marcuard Family Office wurde 1998 in Zürich gegründet und ist ein unabhängiges, partnergeführtes Multi-Family Office.
Warum?
Als Family Office kümmern wir uns umfassend um alle relevanten Vermögensthemen. Damit Ihnen Zeit bleibt für andere Dinge.
Wann?
Ganz gleich, ob Sie Ihr Unternehmen verkaufen, die aktuelle Situation restrukturieren, oder schwierige familiäre Verhältnisse meistern – die damit verbundenen Herausforderungen können überwältigend sein. Als erfahrene Berater begleiten wir Sie professionell durch Phasen des Übergangs und auch durch ruhigere Zeiten.
Rechtliche Hinweise
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