Marcuard Heritage

Marcuard Family Office is a Zurich, Switzerland-based multi-family office and registered investment advisor. Established in 1998, the firm invests and manages the wealth of a select group of high-net-worth individuals, families, estates, trusts, charitable organizations and more. Historically, the firm has required a minimum account size of $20M. Marcuard provides its clients with a suite of family office services including asset management, financial advisory, manager selection, risk management, wealth planning, family administration and more. The group operates as an independent and transparent wealth manager, providing bespoke financial solutions that aim to achieve comprehensive financial strategies. The firm's management team brings a group of proven and credentialed professionals with extensive experience guiding clients through complex situations, market cycles and life events. Today, Marcuard Family Office invests across both traditional and alternative asset classes including public equity, fixed-income, ETFs, mutual funds, fund of funds, hedge funds, private equity funds, real estate, direct investments and more. The firm has historically taken a global approach to its investment sourcing, considering a wide range of geographies. The group considers itself both sector and industry agnostic, emphasizing portfolio diversity on a broad scale. The firm seeks capital preservation and growth for its clients, via a diversified investment mandate, high-touch portfolio construction, and personal attention in client service. Marcuard Family Office will make fund investments for clients, and will occasionally make direct co-investments as seen fit.

Institutional investor Fund manager Advisor. based in Marc Lopresti United States. LP type: Family Office. Asset class focus: Alternative Investments, Private Equity, Real Estate. Sectors: hotels. Active real asset investor

Marcena Capital is a London, UK-based multi-family office. Established in 2012, the firm invests and manages the wealth of ultra-high-net-worth individuals and families. Marcena provides a range of services that include asset allocation, financing, portfolio and exit advice. Marcena Capital was formed in the early 2010s as a successor to 'SAP', another multi-family office. Marcena is also an investing Member Firm of the British Private Equity & Venture Capital Association (BVCA). The group operates as an independent and transparent wealth manager, providing bespoke financial solutions that aim to achieve comprehensive financial strategies. The firm's management team brings to the table a group of proven and credentialed professionals with extensive experience guiding clients through complex situations, market cycles and life events. During client onboarding, advisors gain a deep understanding of each family's unique financial situation, risk tolerance, liquidity needs, goals and concerns. Using this information, managers construct wealth strategies that aim to achieve individual wealth goals. Today, Marcena Capital invests across a spectrum of asset classes including private equity, real estate and venture capital. The firm's portfolio spans a range of industry sectors, including technology, industrials, telecommunications, media, e-commerce, consumer services and more. Historically, Marcena has taken a global approach to their investment interests, however, their core allocation focus centers around Europe, Asia, and selectively within the Americas and Africa. When making private equity and venture capital investments, the firm typically takes a primary and direct approach. Marcena Capital has historically participated in a range of investment types including buyout, turnaround, and growth equity opportunities. The company is unconstrained by deal size or duration and considers long term opportunities in complex and dislocated markets with asymmetric risk reward profiles. Marcena's real estate efforts favor residential and commercial developments, especially towards London, Paris and throughout Scandinavia. The firm remains committed to improving the environmental and social impacts in an effort to maintain strong leases. Within infrastructure, Marcena emphasizes the value of cash generation on both equity and debt fronts. Marcena Capital implements a detail oriented research and due diligence process which includes taking into consideration factors such as risk profile, environmental and economic conditions and regulation surrounding the particular investment.

Heritage Wealth Counselors is a family office and wealth management firm specializing in comprehensive financial planning, investment review, and…

Institutional investor. based in Singapore Singapore. LP type: Family Office. Asset class focus: Fixed Income, Hedge Funds, Private Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor

Institutional investor. based in Geneva Switzerland. LP type: Family Office. Asset class focus: Alternative Investments, Hedge Funds, Real Estate, Venture Capital. Geographic focus: Europe. Sectors: office. Active real asset investor