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, in partnership with a global network of experts and service providers, provides fully-customised services that focus on the family's human capital as much as its financial wealth.
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 structure management services professionally, we own a number of regulated trust and fiduciary companies in Switzerland and offshore.