Objectivity and Independency Objectivity and Independency
Objectivity and Independency

Objectivity and Independency

The objectivity of our actions is based on our independence from third parties and on our position and aim to solely represent the interests of our clients. We provide our clients with independent, unbiased, and complete advice. The investment solutions or structures we develop for our clients have undergone a strict selection process set up for our clients’ needs. Our analysis process and our positon as trusted advisor to the client are fully independent of any external market participants. We decide and advise fully independent of any provision fees from external investment managers or any other third parties.

As a family office, Marcard, Stein & Co holds an extraordinary position within the Warburg Group: We are solely dedicated to our clients and their interests and needs. Our transparent fee model precludes any conflict of interest.

Further Topics at a Glance

A family office can be an ideal partner and support you and your family on many levels.
Any form of intensive cooperation requires mutual understanding at the level of shared values.
Our clients are looking for support with very different issues. Independent advice and moderating support can be useful here.
With our comprehensive range of advisory services, we can meet the challenging task of safeguarding larger assets over several generations.
We will be happy to take the time to provide you with more detailed and individual information and answer all your questions in a personal meeting.