Marcuard Family Office

Werde Teil unseres dynamischen Multi-Family Office Teams! 🚀

Werde Teil unseres dynamischen Multi-Family Office Teams! 🚀

A liquidity event is a milestone, but what comes next defines long-term success. How do you ensure capital works for generations, not just quarters? 📚 Explore our latest Insight on structuring wealth post-exit here. https://lnkd.in/eDhjbAVj #Entrepreneur #InvestmentStrategies #HolisticWealth #WealthStrategy

Financial risks are different from business risks. How can entrepreneurs successfully transition from hands-on company control to structured wealth management? 🔎 Learn how a mindshift can secure entrepreneural wealth in our latest insight. https://lnkd.in/eDhjbAVj #Entrepreneur #InvestmentStrategies #HolisticWealth #WealthStrategy

Many successful entrepreneurs believe that because they mastered their industry, they can master the markets. But wealth management follows different rules. 🚫 Interventionist Investing Doesn’t Work Entrepreneurs are used to hands-on decision-making—tweaking operations, pivoting strategy, and responding to market shifts. But in investing, frequent interventions tend to compromise value rather than create it. The Solution? A Systematic Framework ✅ Establish governance structures that separate decision-making from emotions. ✅ Implement clear investment policies to avoid knee-jerk reactions. ✅ Mindshift from “building a company” to “stewarding capital.” Lukas Dörig, CFA, CAIA shares how entrepreneurs can successfully transition to investors in our Insight on the topic. https://lnkd.in/eDhjbAVj #Entrepreneur #InvestmentStrategies #HolisticWealth #WealthStrategy

Uncertainties will continue to shape the financial markets in 2025. Our Investment Outlook shows how investors can prepare: Defensive stance: caution is still required in view of high valuations and geopolitical risks. Opportunities in the event of setbacks: Countercyclical purchases open up long-term potential. Diversification: Hedge funds and gold offer stability in volatile times. Find out how thoughtful positioning can make the difference in 2025 – or read the full report here: https://lnkd.in/e-EPbF6q

How can investors diversify their portfolios in uncertain times? Our Investment Outlook sheds light on the role of alternative investments: Hedge funds: successful flexible strategies and low correlations with traditional markets offer stability. Gold: After a record year, the precious metal remains a safe haven, but faces potential challenges. Private equity: Rising M&A activity despite challenging fundraising conditions. Find out more about strategies and trends in our Investment Outlook: https://lnkd.in/e-EPbF6q

Global markets look back on a turbulent 2024 – and the new year brings new challenges: Equity markets: US stock markets ran at full speed, but high valuations should limit returns in 2025. Bonds: Defensive strategies are in demand, while interest rate cuts provide tailwinds and fiscal excesses bear risks. Europe & Asia: Market weakness reflects economic challenges. Our analysis highlights the key trends and strategies for investors. Stay tuned for more insights in our Investment Outlook! Or read the full report here: https://lnkd.in/e-EPbF6q

The global economy faces decisive developments in 2025: - The USA surprises with resilience – but how sustainable is growth? - Europe and Asia struggle with trade policy uncertainty and a fragile upswing. In our latest Investment Outlook, we look at the key economic trends and their impact on investors. https://lnkd.in/e-EPbF6q

Werde Teil unseres dynamischen Multi-Family Office Teams! 🚀 In unserem Office Management-Team suchen wir nach herausragenden Talenten wie dir, die eine ausgeprägte Dienstleistungsorientierung und eine natürliche Freude am Umgang mit Menschen mitbringen. We’re #hiring.