Excellent services for large family estates
Since time immemorial, private bankers have assisted families over generations with the
structuring, development and maintenance of large estates, because the management of an estate
becomes more and more complex and multi-layered the bigger it grows. Experience shows that the
maintenance of large estates over a long period of time and, in particular, over several
generations, is difficult, as the costs related to inflation, taxes, debt service and living must
be earned. Our subsidiary bank Marcard, Stein & Co offers you the holistic solution: the
comprehensive range of services of a Family Office in its original form.
For you, that means that instead of having a number of different specialists to consult on
asset, legal and tax-related issues, you save a great deal of time and effort. Because depending on
the particular client requirement in question, our Family Office as main advisor leads, coordinates
and supervises a team of experts put together specifically to attend to your matters and comprising
asset managers, tax consultants, lawyers and investment experts.
The range of services includes selection and monitoring of external asset managers,
contractual negotiations, assumption of responsibility for accounting as well as the archiving of
agreement files and the drafting of tax documents. In addition, a private secretarial office is at
your disposal to deal with correspondence and organisational questions.
Marcard, Stein & Co
Our subsidiary bank Marcard, Stein & Co offers you the holistic solution: the
comprehensive range of services of a Family Office in its original form…