VALUEworks recognises 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.
Company Details
- Employees
- 7
- Founded
- -
- Address
- Seefeldstrasse 60, Zurich,8008,switzerland
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- valueworks.ch
- Keywords
- estate planning, corporate services, real estate, family governance, philanthropy, lifestyle services, investment advisory, wealth structuring, family business, impact investing, women, NextGen, foundations, sustainble investing.
- HQ
- Zurich
Valueworks Questions
Valueworks's website is valueworks.ch
Valueworks's LinkedIn profile is https://ch.linkedin.com/company/valueworks-ag
Valueworks has
7 employees.
View email and phone details for 7
employees at Valueworks.
Valueworks's industry is
Financial Services
Valueworks's top competitors are
Tessi,
Stiftung Futur,
Guuru Solutions,
Quilvest (Switzerland) Ltd.,
Verium Ag,
Helvetic Trust,
Clarus Capital Group Ag,
Valueworks, Llc,
Syndeo Ag,
Stiftung Fourfold.
Valueworks's categories are Financial Services
Valueworks's founding year is 2004
