Our Services
Your Personal Family Office
Why is securing major assets over multiple generations so challenging? For one, far-reaching economic crises and even misjudgements could jeopardise the family assets. A refined investment philosophy is required to prevent major damage to the assets. Additionally, general legal conditions make it more difficult to preserve assets as economic policies and tax law are based more on redistribution than on continuity.
Your Personal Family Office
Experience from our 220-year history has proven to us that a holistic, conservative investment philosophy that focuses on the preservation of value is the basis for preserving assets and long-term wealth.
The head of the family has to consider the legal structure in which the family assets can be preserved for generations. One major factor in this context is the establishment and preservation of a family culture that is consistently dedicated to maintaining the family assets over generations.
When determining the strategic asset allocation for the assets as a whole, we combine the requests and targets of our clients with our experience of how to avoid risks and secure long-term returns.
Our experienced family officers outline the main features of tax and legal structures in line with the specific requirements of the family and derive possible solutions from them. They are implemented in collaboration with the expert legal and tax advisers required by the matter at hand.
A family office must make it possible for the family members to contact and meet decision-makers and financial experts face to face.
With regard to the capital markets, we assume responsibility for the tactical allocation of our clients. This includes the supervision and controlling of the asset managers and of the portfolios and mandates managed by the client for which we are granted an autonomous management mandate if no suitable providers can be found on the market.
We established our real estate management service ten years ago in order to manage direct and indirect real estate portfolios of our clients. Our services cover the entire range of real estate management, including strategy, control, and the operative implementation of real estate asset management to owner representation and all management and reporting roles.
We manage the full range of our clients’ investments, from private equity to direct equity stakes or debt positions in companies. Marcard, Stein & Co has already demonstrated its expertise in individual co-investment transactions and club deals, where we played the key role between the various internal and external expert teams. In this role we as family office monitor and control all relevant partners and to finally reach the best outcome for the client.
The goal of our investment process is to diversify the allocation of the overall assets to the greatest possible extent in order to optimise the rate of return of the assets and generate constant growth in a wide range of different scenarios.
To make a good decision comprehensive and current information is crucial. This is why we have developed a sophisticated reporting and controlling system. Our reporting system ensures that whenever a decision has to be made all relevant information is quickly available.
As a family office bank, we are well connected both nationally and internationally as we receive up-to-date information from asset managers, entrepreneurs and financial product providers. This allows us to provide our customers with an advantage through information. A network of trust has even developed within the client base of the family office bank over the years.
What else can we do for you? Examples for further service areas that we can offer are document and archive management in accordance with the law, implementing suitable protective measures to protect your privacy, creating your own family office business card so you can pass on enquiries directly or helping your children find a flat in which to study. Our family office services cover the diverse requirements of your private life.
