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Our Vision

VALUEworks' vision is to be a leading independent Multi-Family Office that empowers families to manage their wealth in a meaningful way and to nurture a responsible next generation.


Our Values

Entrepreneurial: We are pro-active, innovative and creative in our approach, ensuring that we are always a step ahead.

Dedicated: We care about the families we serve. Our clients come first, always. 

Responsible: We act with integrity and take responsibility for our actions.

Team-oriented: We work together as a team, using our diverse skills and backgrounds as core strengths. 

Independent: We are impartial, objective and professional.