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VALUEworks Overview
Type
Multi Family Office
General Information
VALUEworks is a multi-family office headquartered in Zurich. The firm serves families and entrepreneurs with a range of wealth management and advisory services, focusing on long-term capital preservation, succession planning, and tailored investment solutions. VALUEworks collaborates with clients to address complex cross-border needs, integrating financial and non-financial priorities—supports families in navigating generational transitions and maintaining continuity across diverse asset classes and jurisdictions.
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Zurich, Switzerland
Portfolio & Notable Allocations
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