Founded in 2001, VALUEworks AG is a multi-family office dedicated to preserving and growing the wealth of entrepreneurial families across generations. The firm offers a comprehensive suite of services including strategic wealth advisory, investment management, family governance, succession planning, and philanthropy. Operating with independence, they provide objective advice and consolidated oversight of a family's total wealth, aiming to simplify complexity and align financial strategies with family values and long-term goals.

Founded in

Switzerland