VALUEworks

About VALUEworks

VALUEworks Family Office (VALUEworks) is a multi-family office in Zurich, Switzerland, established in 2004. It specializes in helping wealthy families preserve and grow their wealth across generations. Its services include investment management, wealth planning, tax optimization and other comprehensive financial solutions tailored to the unique needs of each family. The firm holds that every family is different, yet all family members seek peace of mind, a clear and comprehensive view of the family's wealth, and an energising purpose that is fulfilling and can keep the family united. VALUEworks provides customised family advisory, wealth structure management and investment consulting, shaped around each family's circumstances, from practical needs to ambitious goals. Its holistic and integrated offering goes beyond what conventional family offices and wealth advisors deliver, and its focus on the big picture and proactive approach help reduce risks and give families better control over their wealth and well-being. The goal of the firm is to help global families preserve and make use of their wealth for generations, creating a lasting legacy and having an impact on the society and environment they live in. The families it serves live in Central Europe, South America, Africa, Asia, the Middle East and the US, and many are based in Switzerland with international ties.

Real estate mandate

Contacts at VALUEworks