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 is dedicated to offer comprehensive services, focusing strongly on our clients’ human capital, alongside their financial wealth. Together with our global network of experts and service providers, we are able to provide fully customised services.
VALUEworks is audited and FINMA supervised. We are a member of the Financial Services Standards Association, VQF, and of the Swiss Association of Trust Companies, SATC. To perform our wealth management services professionally, we own a number of regulated trust and fiduciary companies in Switzerland and offshore. In addition, our group company Charity Services LLC, Zurich acts as manager to Swiss-registered philanthropic foundations and trusts.