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OUR HOLISTIC APPROACH

VALUEworks’ personal, holistic and values-based approach in looking after affluent families is what sets us apart. We focus on building a family profile that encompasses family values, family governance and family risks. These elements are at the core of our offering and help family members gain clarity about their family's unique needs and goals.

Over the years, we have developed an innovative offering combining wealth management solutions, family advisory services and investment consulting. These are designed to structure and grow your wealth in a mission-aligned way, plan for the future, and alleviate administrative burdens. At the same time, we aim to empower you and your family members to be informed, involved and responsible wealth owners.

Families care about the future of their members, and the world they live in. We support our clients in understanding the challenges of today’s world and implementing measures to responsibly look after and sustainably invest in both the family’s human and financial capital.