VALUEworks' clients share our passion for entrepreneurship and responsibility. The family members we serve reside in Central Europe, South America, Africa, Asia, the Middle East and the US. Many live in Switzerland and have international ties.
A majority of clients are multi-generational business families. These families seek state-of-the art wealth management and family governance solutions so they can effectively balance their business and family affairs with peace of mind.
Some clients have passed on the responsibility of managing the family business to the next generation. Several are women of wealth. They are planning the next stages of their lives and wish to give back. With our strong track record in strategic philanthropy, we support our clients to become engaged, effective philanthropists.
Through our next generation offering, we also work closely with the younger family members to equip them with tools and knowledge to be prepared for the responsibilities of wealth.
Our clients make important investment decisions that aim to align their capital to their values and we support them through bespoke investment consulting.