Herzlich Willkommen!
Große Familienvermögen stellen neben hoher Lebensqualität auch große Herausforderungen dar. Sie setzen sich aus den unterschiedlichsten Vermögenswerten zusammen. Der Vermögenserhalt und Ausbau über Generationen hinweg ist keine leichte Aufgabe und verlangt daher nach einem vielfältigen Spektrum an Dienstleistungen, fundiertem Wissen und objektiver Beratung.
Marcard, Stein & Co stellt heute das gesamte Instrumentarium eines Family Office zur Verfügung, das im Rahmen einer ganzheitlichen Betreuung vielschichtiger Familienvermögen benötigt wird. Dabei charakterisieren uns im deutschen Markt zwei Besonderheiten. Zum einen ist Marcard, Stein & Co die einzige Privatbank, die den gesamten Fokus ihrer Expertise auf das Kerngeschäftsfeld Family Office konzentriert. Da unser Haus mit einer Vollbanklizenz ausgestattet ist, sind wir eingebunden in die komplexen Kontrollsysteme einer Bank und können Ihnen zusätzlich das gesamte Produkt- und Servicespektrum von Bankleistungen anbieten.
Unabhängigkeit ist für uns von größter Bedeutung. Für uns besteht keinerlei Verpflichtung, bestimmte Produkte oder Dienstleistungen zu vermarkten. Unseren Kunden bieten wir unabhängige Beratung, Austausch auf Augenhöhe und verlässliche Begleitung über Generationen auf höchstem Niveau.
As Speaker of the Board, Thomas R. Fischer has successfully steered Marcard, Stein & Co for more than 25 years. He started his career at Marcard, Stein & Co as Chief Operating Officer. Appointed to Speaker of the Board in 1998, he continued to build the business in the tradition of decent Hanseatic merchants and to establish it as a reliable partner for numerous entrepreneurs and their families. With his long-lasting experience as family officer and his personal responsibility for our firm, Mr. Fischer plays an important role for successful and long-term relationships with our clients.
Mr. Fischer will be supported by Christian A. Schulze as a further Member of Board. Mr. Schulze's expertise in IT and change management will be instrumental in driving forward important future projects and the digital transformation of the family office bank. His experience as a process and project manager will ensure that the high regulatory and supervisory requirements are met.
The Board of Directors of Marcard, Stein & Co is well positioned to ensure the bank is fit for the future and to guarantee long-term cooperation with families, providing answers to their specific questions.
We welcome you on our homepage.
Thomas R. Fischer Christian A. Schulze
Our Services for your individual Family Office
What sets us apart as a Family Office
To consider, correlate and manage all asset classes – and to see all transactions and decisions as part of a big picture instead of taking isolated steps driven by transactions: this is how Marcard, Stein & Co operates a family office.
With our advice and support we aim to align the financial interest of our clients as closely as possible with the legal and tax limitations on their assets.
Marcard, Stein & Co provides the client with specialists for all asset classes to meet any need within the family office mandate. For the typically highly individual topics exclusive expert teams develop sophisticated client solutions.
The history of the bank started in 1790. With a proud tradition of private banking dating back more than 220 years, as the only private bank in Germany Marcard, Stein & Co has been focusing exclusively on its core family office business since 1999 and combines these services with the benefits of a fully licensed private bank.
Our family officers have in total more than 250 years of professional consulting experience. They are generalists with many years of professional experience. We rely on a diverse range of academic backgrounds to ensure individual client support in all relevant aspects.
