Marcard, Stein & Co. AG

Overview

Marcard, Stein & Co AG combines private banking with family-office coordination and specialist support. The firm states that it holds a full banking licence and offers the banking products and services available from a fully licensed bank.¹

History

The bank traces its history to J.H. Stein, founded in Cologne in 1790. Marcard, Stein & Co was formed in 1987 through the merger of Marcard & Co in Hamburg and J.H. Stein in Cologne. Its entry into the M.M. Warburg group in 1999 began a strategy focused exclusively on family-office business.²

Timeline

1. 1987Marcard, Stein & Co was formed in 1987 through the merger of Marcard & Co in Hamburg and J.H.
2. 1999Warburg group in 1999 began a strategy focused exclusively on family-office business.

Leadership

Thomas R. Fischer is Speaker of the Board of Directors, and Christian A. Schulze is a further member of the Board.¹

Services

Marcard, Stein & Co provides family strategy, financial and tax structures, legal structures, capital-markets services, real estate, private equity, risk management, reporting and controlling, research, and concierge support.¹

Its family office acts as a moderator and project manager, coordinating family interests while monitoring external asset managers, lawyers, tax advisers, and other specialists. The bank also documents transactions, produces regular reports on asset development, and values real-estate and equity holdings.³

The real-estate team manages physical and fund-based portfolios, covering strategy, asset-management oversight, owner representation, and reporting.¹

What the firm offers

• Tax planning
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client Focus

The firm serves wealthy families and works with families managing diversified assets through a broad family-office framework. Its team includes family officers and specialists in real estate, capital markets, and mergers and acquisitions. Marcard, Stein & Co reports that its team has 80 employees.⁴

Approach

The firm describes its family officers as providing independent and objective advice that combines broad banking experience with specialist knowledge of asset classes.⁴

Marcard, Stein & Co describes its investment philosophy as conservative and focused on preserving wealth. It combines strategic asset allocation with ongoing capital-market monitoring and tactical allocation.¹

The bank states that it provides independent advice without provision fees from external investment managers or other third parties, supported by a transparent fee model.⁵

FAQs

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Sources

1. Marcard, Stein & Co AG
2. History
3. Overview of Our Services
4. Expertise
5. Objectivity and Independence
6. Imprint and [ECB supervised entities list](https://www.bankingsupervision.europa.eu/ecb/pub/pdf/ssm.listofsupervisedentities202404.en.pdf)

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.