Valueworks Logo


While managing your global investments and businesses, there are situations where you need know-how in an unfamiliar domain. We pursue every opportunity to reach out and cultivate relationships with insightful specialists. With them and our in-house experts we support you in a variety of adjunct investment topics like private market transactions, mergers & acquisitions, due diligence of projects and companies, real estate transactions or the search, evaluation and management of collectibles.

If you already run your own family office or investment team, we can act as your outsourced Chief Investment Officer, contributing to your strategic and tactical investment decisions. We can also act as member of the family advisory board and provide guidance, together with your other experts, on investment related matters.

Our Financial Market Monitoring service is the key input for strategic investment decisions of most wealth owners we serve. We organise and moderate investment training workshops for principals and next-gens and organise field trips to meet outstanding investment professionals. We support you in setting up your own family office, including developing the business plan and helping you implementing it.