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DirectoryFinance & InsuranceFamily OfficesZurichVALUEworks Consulting GmbH
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VALUEworks Consulting GmbH

Summary

About the company

VALUEworks Consulting GmbH is a multi-family office offering family advisory, wealth/structure management and investment consulting services. The firm also provides reporting and compliance, accounting and reporting, project and structure management, and lifestyle services.

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Offering

Products & services

Industry:Family Offices
✓ Offered7
Family Advisory
Family advisory with family governance, next-generation support, estate planning, philanthropy advisory and family risk management for family wealth and family structures.
Wealth Structuring & Management
Wealth structuring and management for preserving wealth, holding and philanthropic structures, succession and tax planning, consolidation, data protection and reporting.
Investment Consulting
Investment consulting with an investment plan, a long-term and sustainable investment strategy, scenario analysis, selection of investment professionals, as well as monitoring and evaluation of total assets.
Reporting & Compliance
Reporting and compliance for family structures with analysis, tax reporting, compliance reviews, as well as restructuring and simplification of existing structures.
Financial Accounting
Financial accounting for single-family offices and family holding structures, including consolidated reporting, transaction monitoring, payment processing and submission of tax and regulatory filings.
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Location

Seefeldstrasse 60
8008 Zurich

At a glance

Legal form
Limited Liability Company
UID
CHE-115.000.015
Founded
2009 · 17 years
Last commercial register change
January 16, 2020
Employees
11 to 20

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