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DirectoryFinance & InsuranceFamily OfficesZurichVALUEworks Management GmbH
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VALUEworks Management GmbH

Summary

About the company

VALUEworks Management GmbH is a multi-family office that provides family advisory, wealth-structure management and investment consulting. Its services also include reporting and compliance, accounting and reporting, project and structure management, and lifestyle services.

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Products & services

Industry:Family Offices
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6
Family Advisory
Family advisory for multi-generational business families, covering family governance, next-generation support and coordination of family affairs with wealth-related decisions.
Structure Management
Wealth structure management for families and single family offices, focused on organising family wealth, improving control and reducing risks.
Investment Consulting
Bespoke investment consulting for families and wealth owners, supporting portfolio decisions, impact investing and alignment of capital with family values.
Reporting & Compliance
Reporting and compliance support for family wealth structures, providing oversight and documentation within a coordinated family office setup.
Accounting & Reporting
Accounting and reporting services for family wealth arrangements, supporting financial overview and regular account documentation.

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Location

Seefeldstrasse 60
8008 Zurich

At a glance

Legal form
Limited Liability Company
UID
CHE-112.632.199
Founded
2005 · 21 years
Last commercial register change
February 3, 2025
Employees
11 to 20

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