Our vision of a family office

In our vision and understanding of a family office all decisions add up to the overall strategy of the client. Any decision taken and any transactions done need to be compliant with the client family’s general concept and strategy.

This philosophy includes an extremely high standard of reliability, entrepreneurial spirit, and the understanding of long-term client relationships based on partnership. Being a private bank with a long tradition in the Free and Hanseatic City of Hamburg this spirit can be named the “Hanseatic spirit”, being characterised by reliability and tradition. Whether it is honest and reliable advice or professional expertise, you can expect a perfect service from us. 

The family office bank Marcard, Stein & Co provides the full range of advice required to holistically manage complex family assets. We help the clients define a long-term strategy to preserve and increase their assets and support them in the implementation process. Besides comprehensive capital market, investment, and real estate advice, we always take the specific requirements of the family into consideration.

Whether advice is needed concerning the transition process over generations or the formation of a family council, our clients benefit from our expertise and our highly specific knowledge built up over years. Our multi-family office concept is also highly cost-efficient and helps us to avoid conflicts of interest. Our fee model is based on an “all-in-fee” that is not dependent on transactions. This concept offers our clients access to the wide range of our services without any additional transaction based fees or hidden costs.


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