Desk chair at the conference table

Your Topics

Every family has its own unique questions and highly personal concerns.

Your Topics

Reasons to Consult a Family Office

Our clients seek support in highly diverse matters. It is often a question of adapting the family assets to a new situation with upcoming challenges. Independent advice and administrative support are crucial for success in an increasingly challenging business environment.

"Every family has its highly individual topics. Our many years of experience enable us to develop suitable, tailor-made solutions both quickly and professionally."

Christian Koch, Director Family Office

We Frequently Deal with the Following Situations and Topics:

Preservation of Family and Assets

We can support you in your capacity as head of your family by shouldering some of the responsibility not only for your assets and values, but also for your family and the next generation.

Cross-generational Asset Management

Changes to the structure of a family have to be well thought out and prepared. Reflecting the demographic trends, often three generations need to be considered when actively defining a family strategy.

Sale of the Family Business

The sale of the family business is always a central event for an entrepreneurial family. It is a challenging phase in which negotiations, contracts, and countless details have to be dealt with. The decision itself is often the outcome of difficult, sometimes emotional discussions about finding the right decisions and how to act adequately to the family traditions. 

Family Council

Our clients wish to make the right decisions that ensure their financial success. One important prerequisite to this is a reliable and resilient database. Just like management reports in a business, this should apply to private assets with an identical level of professionalism. Perhaps even a little more, as the family also has to deal with emotions which sometimes contradict rational decisions.

Family Protection

The security and protection of the individual and of the family are one of the most important aspects of life. Safety primarily means preventing risks to life and limb. However, the protection of your privacy and identity is also an essential component of a holistic security concept.

MARCARD, STEIN & CO AG

Ballindamm 36
20095 Hamburg

+49 40 32099-556

Confidentiality is our utmost priority: your first points of contact in our business are always members of the board of directors.