Values & Guidance

Also known as V & G

Multi Family Office (MFO)Vienna, AustriaFounded 2008
$250M
Assets Under Management
Vienna
Headquarters

About Values & Guidance

Values & Guidance is a multi-family office based in Vienna, Austria. The firm provides wealth management and strategic guidance to affluent families and their businesses, ensuring the preservation and growth of their wealth across generations. Since 2008 we have been supporting not only families and their companies but individuals as well in structuring succession processes and their assets. We combine the expertise of experienced investment banking and the long-term establishment of a family office with the drive of a startup.

Preferred Investment Types

Direct InvestingLong-Term Investments

Preferred Sectors & Themes

ESG & SustainabilityDiversified Finance ConsultingInvestment ManagementWealth & Estate PlanningTrust ManagementRetirement PlanningInvestment Banking & Brokerage High-Level SectorsValues-Based InvestingFinanceFinancial ServicesBanking

Preferred Geographies

EuropeUnited Kingdom

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Frequently asked questions

What type of investor is Values & Guidance?

Values & Guidance is a multi family office (mfo) based in Vienna, Austria, managing approximately $250M in assets.

Where is Values & Guidance headquartered?

Values & Guidance is headquartered in Vienna, Austria.

How much does Values & Guidance manage?

Values & Guidance manages approximately $250M in assets under management.

When was Values & Guidance founded?

Values & Guidance was founded in 2008.

What does Values & Guidance invest in?

Values & Guidance focuses on Direct Investing, Long-Term Investments, ESG & Sustainability, Diversified Finance Consulting, Investment Management, Wealth & Estate Planning, Trust Management, Retirement Planning.

How can I contact Values & Guidance?

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