LP Profile

Marmot Investment Office

Multi Family Office (MFO)Zurich, Switzerland
Zurich
Headquarters
Investment Focus

About Marmot Investment Office

Marmot Investment Office is an advisory boutique and dedicated investment office for a limited circle of institutional and private investors. Because the firm is independent, it can link its services to the wealth management setup already in place for its clients, which typically comprises family offices, banks, and tax and legal advisors. The firm advises on and arranges niche asset managers and direct alternative investments, and offers to co-invest alongside clients so interests stay aligned. Its vision is to build lasting relationships grounded in solid advice and sustainable absolute returns, drawing on client expertise, an institutional mind-set and long term objectives. Besides its Zurich office, through ties with several trusted partners, it covers markets worldwide.

Preferred Investment Types

Joint Venture/PartnerPhilanthropy

Preferred Sectors & Themes

Wealth & Estate PlanningTrust ManagementLegal & Tax ServicesRetirement PlanningCharitable InvestmentsInvestment ManagementImpact InvestingETFsESG & SustainabilityEndowment FundFinTechFemTechE-Commerce/Online Retail FinanceFinancial ServicesHigh-Level SectorsNon-ProfitValues-Based InvestingTraditional Investments (Liquid Assets)

Preferred Geographies

EuropeGlobal
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FAQ

Frequently asked questions

What type of investor is Marmot Investment Office?

Marmot Investment Office is a multi family office (mfo) based in Zurich, Switzerland.

Where is Marmot Investment Office headquartered?

Marmot Investment Office is headquartered in Zurich, Switzerland.

What does Marmot Investment Office invest in?

Marmot Investment Office focuses on Joint Venture/Partner, Philanthropy, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Charitable Investments, Investment Management.

How can I contact Marmot Investment Office?

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