Your Family Office Bank
A family office is an ideal partner, supporting you and your family on many levels. Private banks have always serviced their customers far beyond the normal boundaries of a private banking relationship. Our business was founded on the principles of close partnerships built on trust and representing our customers’ interests in transactions with third parties.
Since then, we have continuously enhanced our range of activities by adding innovative, contemporary services based on the rising needs of our clients.
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.
