VALUEworks AG was founded in Zurich, Switzerland in 2004 as a fully independent multi-family office serving global families. Over the past decade, we have developed a unique holistic, values-based approach based on our extensive work with client families.
We believe wealth can be best sustained over generations through shared values. With our clients, we endeavour to use these values as a guide to the family’s decision-making. Our team, working with a large global network of experts, provides fully-customised services that focus on the family's human capital as much as its financial wealth.
VALUEworks AG is a private, management owned company. Since 2007 we have partnered with myclimate for an effective climate protection. Our auditors are Moore Stephens Expert (Zurich) AG. To manage our clients' wealth holding entities at the highest professional level, we are a founding member of the Swiss Association of Trust Companies, SATC and our affiliate VALUEworks Management GmbH is an SRO - Member VQF - an officially recognized self-regulatory organization (SRO) according to the Anti-Money-Laundering Act (AMLA). In addition, we own licensed trust companies abroad.