VALUEworks logo — Providing customised services to multi-generational families

VALUEworks

Providing customised services to multi-generational families

Founded 2004 Switzerland Zurich, Switzerland 8 employees Wealth Management

General Information

Company Name VALUEworks
Founded Year 2004
Location Switzerland Zurich, Switzerland +1
Employees 8
Industries Wealth Management
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About VALUEworks

VALUEworks AG provides customised family advisory, wealth structure management, and investment consulting services. The company recognizes the unique nature of each family, understanding their need for peace of mind, comprehensive perspective on wealth, and a unifying purpose.

Founded in 2004 and headquartered in Switzerland, VALUEworks offers holistic and integrated solutions that surpass conventional family offices and wealth advisors. Their proactive approach and focus on the big picture aim to reduce risks and provide better control over family wealth and well-being.

With a strong commitment to meeting the practical needs and ambitious goals of their clients, VALUEworks is well-positioned to create significant value in the Wealth Management sector. While specific investment details are not currently available, the company’s dedication to customized services and comprehensive solutions positions them as a compelling prospect for potential investment considerations.

Taxonomy: family advisory, investment consulting, holistic, integrated, trusts, estate planning, family governance, philanthropy, impact investing, NextGen, foundations, sustainable investing, customised services, wealth structuring

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VALUEworks Alternatives & Competitors

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FAQ About VALUEworks

Providing customised services to multi-generational families
VALUEworks was founded in 2004.
VALUEworks is headquartered in Zurich, Switzerland.
VALUEworks operates in the following industries: Wealth Management.
VALUEworks has approximately 8 employees.
Top alternatives and competitors to VALUEworks include Ahara Advisors, Quraishi Law Firm & Wealth Management, Octopus Wealth, Inspira Wealth, Owls Nest Capital . These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
VALUEworks and Ahara Advisors are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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