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Marcuard Family Office

Multifamily office listing in Zurich, Switzerland.

  • SEC-registered
  • Founded 1998
Regulatory AUM
$8.7 billion
Employees
36
Clients
101-250
Founded
1998

Independent, partner-led multi-family office supporting families with governance, strategy, wealth coordination, and investment solutions.

Overview

Marcuard Family Office is a Zurich-based, independent, partner-led multi-family office founded in 1998. The firm says it supports families across wealth matters and accompanies them through business sales, restructurings, family transitions, and quieter periods.1

History

Marcuard Family Office was founded in 1998 and supports families through business sales, restructurings, family transitions, and quieter periods.1

Leadership

Andreas Arni is Chief Executive Officer and Managing Partner. Denise Schmid is General Counsel, Head of Risk, and Managing Partner. Christoph Orschel is Head Asset Management and Partner. Sabrina Jud is Head Portfolio Management Services and Partner. Thomas Gnägi is Head Private Markets and Senior Partner. Jorge Frey is Head Family Governance and Head HR and Senior Partner.2

The team page reports that 2/3 of employees are shareholders, 45% of staff are women, average tenure is 9 years, and average employee age is 42 years.2

Services

Marcuard Family Office organizes its services into Family Governance, Strategy, Wealth Hub, and investment solutions.3

Family Governance services include family strategy, next-generation education, family committees, family meetings, and succession planning.4

The Wealth Hub coordinates external advisers and providers, consolidates liquid and illiquid assets, monitors liquidity and investments, and provides reporting and administration.5

Wealth Hub support also covers philanthropy, tax and legal coordination, estate planning, real-estate projects, and personal initiatives.5

What the firm offers

  • Tax planning
  • Estate planning
  • Philanthropy
  • Family governance and education
  • Administration and bill pay

Client Focus

The firm works with families seeking coordinated support across governance, strategic planning, wealth administration, investments, and related personal or family initiatives. Its stated scope includes periods of major change as well as ongoing family wealth management.1

Approach

Marcuard Family Office describes its approach as modular and customized, aligning individual and family goals through interdisciplinary advice, clear communication, and strategic planning.3

The firm emphasizes personal relationships, authenticity, transparency, and long-term support for families.6

Regulation

Marcuard Family Office states that it is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as an asset manager and identifies AOOS as its supervisory organization.7

By the numbers

Regulatory AUM by year$0K$2.4B$4.8B$7.1B$9.5B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 155003. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$2.9 billion$2.4 billion$500 million
2017$3.6 billion$2.4 billion$1.2 billion
2018$2.2 billion$1.1 billion$1.1 billion
2019$2.6 billion$1.7 billion$969 million
2020$4.4 billion$1.9 billion$2.6 billion
2021$5.0 billion$2.9 billion$2.1 billion
2022$5.3 billion$3.0 billion$2.3 billion
2023$5.9 billion$3.0 billion$2.9 billion
2025$6.8 billion$3.2 billion$3.7 billion
2026$8.7 billion$4.1 billion$4.6 billion
Average AUM per client by year$0K$17M$34M$51M$69M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 155003. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$13 million
2019$15 million
2020$33 million
2021$41 million
2022$38 million
2023$40 million
2025$50 million
2026$62 million
Clients by type (2026)High net worth individuals65Corporations53Individuals12Charities6Insurance companies2Pooled investment vehicles1
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 155003. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals12
High net worth individuals65
Pooled investment vehicles1
Charities6
Insurance companies2
Corporations53
Employees by year0102131422016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 155003. As of .
Employees reported on Form ADV
YearEmployees
201626
201728
201828
201927
202028
202131
202231
202334
202538
202636

FAQs

When was Marcuard Family Office founded?

Marcuard Family Office was founded in 1998.1

What services does Marcuard Family Office provide?

Its services cover Family Governance, Strategy, Wealth Hub coordination, and investment solutions, including succession planning, adviser coordination, asset consolidation, reporting, philanthropy, and estate planning.3

Who leads Marcuard Family Office?

The leadership team includes Andreas Arni, Denise Schmid, Christoph Orschel, Sabrina Jud, Thomas Gnägi, and Jorge Frey.2

  • LocationMultifamily offices in Zurich

    Use this Zurich overview to place Marcuard Family Office within the local multi-family office market. It can help a family or business owner compare regional providers, consider Swiss and cross-border planning needs, and frame questions about governance, tax coordination, administration, and investment support.

  • GuideMultifamily office services

    The services page outlines the functions a multi-family office may coordinate for clients. Readers can use it to assess how Marcuard Family Office's stated services, including tax planning, estate planning, philanthropy, family education, bill pay, and investments, fit their family's practical needs.

  • Network siteFamilyOffices.com

    FamilyOffices.com offers resources and community perspectives for single family offices and wealthy families. Its materials can help a prospective client understand common governance questions, compare a family office model with other advisers, and prepare for discussions about succession, education, philanthropy, and wealth coordination.

  • GuideFiduciary duty vs suitability

    This fiduciary duty versus suitability guide explains two standards that may shape advice relationships. A family or business owner can use it to ask how recommendations are evaluated, what duties apply, and how investment decisions connect with broader governance, tax, estate, and administration work.

  • Similar firmsAltrana Advisory AG
    Ammer Capital AG
    Baumgartner Family Office AG

    Profiles of Altrana Advisory AG, Ammer Capital AG, and Baumgartner Family Office AG provide nearby comparison points on this site. Reviewing them alongside Marcuard Family Office can help readers compare service mixes, client focus, operating models, and questions to raise before selecting a Swiss multi-family office.

Sources

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.

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