What type of organisation is Marcuard Family Office?

Marcuard Family Office is described as: Multi-family office (independent, partner-led, majority employee-owned).

Where is Marcuard Family Office based?

Marcuard Family Office is headquartered in Zurich, Switzerland.

about CHF 6bn (AUM), date not stated by the source.

Public roles include Andreas Arni (Chief Executive Officer, Managing Partner).

Multi-family office (independent, partner-led, majority employee-owned).

Decision makers
Name	Role
Andreas Arni	Chief Executive Officer, Managing Partner
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202325 years of Marcuard Family Office (interview with founder Ulrich Burkhard; ~35 employees)

MFO services: family governance, investment strategy, wealth hub (consolidated reporting), investment solutions; no retrocessions

Investment strategy
Focus	Detail
Asset classes	Equities, bonds, gold, hedge funds (about a quarter of a balanced profile), real estate, private markets (~20% illiquid on average)
Ticket size	Client minimum ~CHF 30m for Swiss wealth, ~CHF 50m for non-Swiss families (Blick)
Direct vs funds	Both funds and client-contributed direct holdings

Questions

What type of organisation is Marcuard Family Office?: Marcuard Family Office is described as: Multi-family office (independent, partner-led, majority employee-owned).
Where is Marcuard Family Office based?: Marcuard Family Office is headquartered in Zurich, Switzerland.
When was Marcuard Family Office founded?: 1998.
How much does Marcuard Family Office manage?: about CHF 6bn (AUM), date not stated by the source.
Who runs Marcuard Family Office?: Public roles include Andreas Arni (Chief Executive Officer, Managing Partner).
What does Marcuard Family Office invest in?: MFO services: family governance, investment strategy, wealth hub (consolidated reporting), investment solutions; no retrocessions.