FAMILY ADVISORY

VALUEworks believes that the true wealth of the family is its people. Our deliberate emphasis on the human capital sets VALUEworks apart from other multi-family offices.

We demonstrate this credibly with bespoke services that encourage better relationships through family governance and prepare the next generation for the responsibilities of wealth. In addition, we support our clients to enhance their estate planning and strategic giving.

Our approach at VALUEworks is to help family members understand their family and wealth-related framework, from marital contracts to letters of wishes, from planning careers to leading the family's holding company and from measuring the performance of their bankable assets to assessing potential dangers of the digital footprint on the family business. In this way, we effectively guide them in systematically analysing risks.