Also known as VALUEworks Family Office
VALUEworks Family Office (VALUEworks) is a multi-family office based in Zurich, Switzerland. Established in 2004, the firm specializes in helping wealthy families preserve and grow their wealth across generations. The firm provides services that include investment management, wealth planning, tax optimization, and other comprehensive financial solutions tailored to the unique needs of each family. VALUEworks recognizes that every family is different. Yet at their core, family members all seek peace of mind, a clear and comprehensive perspective on the family's wealth, and an energising purpose that is fulfilling and can hold the family members together. Our customised family advisory, wealth structure management and investment consulting services are designed to meet your family's unique circumstances, from its practical needs to its ambitious goals. Our holistic and integrated offering goes beyond what conventional family offices and wealth advisors deliver. Our focus on the big picture and our proactive approach help to reduce risks for your family and give you better control over the family's wealth and well-being. The firm's goal is to assist global families in preserving and leveraging their wealth for generations to come, creating a lasting legacy and having an impact on the society and environment we live in. The family members we serve reside in Central Europe, South America, Africa, Asia, the Middle East, and the US. Many live in Switzerland and have international ties.
Public regulatory records matched to VALUEworks from SEC and IRS filings.
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VALUEworks is a multi family office (mfo) based in Zurich, Switzerland.
VALUEworks is headquartered in Zurich, Switzerland.
VALUEworks was founded in 2004.
VALUEworks focuses on Direct Investing, Long-Term Investments, Private Equity, Venture Capital, Business & Administrative Services, Corporate Finance Consulting, Diversified Finance Consulting, Impact Investing.
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