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Marcard, Stein & Co

Wealth Management,Family Office (single/multi)

A Family Office Bank providing comprehensive advisory services for preserving and growing complex family assets while supporting family well-being and cohesion.

Overview and Management

Establishment Year

1790

Mission

Focused on long-term wealth preservation and growth through a conservative, value-oriented strategy considering inflation, costs, and megatrends.

Values

Objectivity, seriousness, entrepreneurial spirit, discretion, partnership, sustainability.

Investment Roles

Direct Investor,Intermediary

Participant Demographics

Serves affluent families and individuals with large family fortunes.

Generational Wealth Planning

Provides strategies for wealth preservation, family governance, and succession planning.

Risk Tolerance

Conservative with a focus on long-term capital preservation, diversification, and quality orientation.

References or Case Studies

Team Experience

Family Officers have over 250 years of combined consulting experience.

Notable Achievements

Over 220 years of tradition, focusing exclusively on Family Office since 1999.

Project Track Record

Extensive portfolio of private equity, real estate, and other investments.

Exit Strategies

Legal, Compliance and Contact Information

Regulatory Registrations

Embedded in regulatory frameworks as a licensed private bank.

Compliance History

Email

info@marcard.de

Phone Number

+49 40 32099-556

Address

Hamburg Germany

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