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.