Wealth & Agricultural
Estate Planning

Our Wealth Management practices rely first and foremost on an in-depth understanding of each Client’s situation and objectives. With this knowledge, we build a customized financial plan that will become the foundation of their future assets. We regularly revise this plan to ensure it keeps up with the evolving financial context as well as the wishes of our Client. The advisor plays a key role in coordinating between our Client and our centralized teams so that this information is duly updated.

Once a financial plan is defined with our Client, we recommend different options of asset allocation. These options stem from our experienced team’s analyses, as well as from the expertise of the specialist network built by the founders of Marcuard Latin America throughout their years of experience. We also rely on the best Fintech tools available, which we update regularly, as there is constant innovation in this field. Our complete independence allows us to offer these options in a transparent and uncompromised way.

Our Client’s portfolio is handled by their advisor as well as our centralized team, working with the best tools wealth management has to offer today. We have agreements in place with large financial institutions and use standardized but secure data exchange methods. Our Clients thus have the option of remaining with their usual custodial bank, if they prefer. Any access to information contained in the portfolio is of course subject to our Client’s approval.

We regularly run analyses of the financial risks for every financial plan. Whenever a client’s situation evolves, we also perform a complete review. Risk management tools have their limits, and regulations are complex. Our in-depth knowledge of the different aspects of financial risk and risk management, allow us to navigate potential hurdles efficiently.

Marcuard Latin America is an independent firm that prides itself on its transparency towards its clients. We regularly communicate to our clients all relevant information concerning the assets they entrust to us. We have designed clear and concise statements that allow us to perfectly sum up each client’s financial situation and recent operations at a glance. Frequent conversations between client and advisor also ensure that clients always have a clear picture of their situation.

Helping families to invest into a safe, predictable and long-term investment, Forestry is a great store value in a very unstable world. Our professional team will take care of structuring, organising and managing your agricultural asset on a highly personalised basis. Forestry investment can also be an optimal estate planning tool.

All Marcuard companies are founded on the belief that through independence, integrity and personal service we could offer a superior approach to servicing clients.

Independence guides us in making the best and relevant choices for achieving our client’s short and long-term objectives. We are tied to one but to our clients; and we can focus our entire local and international resources for your benefit. Ensuring stability, simplicity and accountability delivers a high degree of comfort for our clients and their families.

Our strongest values, protects our clients from the financial industry doubtful practices. Our pricing is transparent, well understood and aligned with our client’s objectives while being ultra-competitive.

The Human touch, central to our business model, foster a close relationship between our advisers and their clients for the long term. Trust and professionalism allows for constant improvements in our client’s experience in driving their wealth higher. Of course, we use the most up-to-date technology to optimise processes and data. But, we will always keep the profound human relationship intact.