VALUEworks AG

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VALUEworks AG Overview

Type

Multi Family Office

Year Founded

2004

General Information

VALUEworks AG is a multi-family office headquartered in Zurich, Switzerland. Founded in 2004 and management-owned, the firm delivers holistic wealth structuring, investment management, tax planning and governance solutions to entrepreneurial families and their next generations, integrating philanthropy, risk oversight, independent manager selection and consolidated reporting within bespoke strategies—advising clients to preserve and grow multi-jurisdictional wealth.

Contact Information

Website:
https://www.valueworks.ch/

Year Founded:
2004

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Zürich, Switzerland

Portfolio & Notable Allocations


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Valueworks Ag | Zürich Multi Family Office | Altss