Providing customised services to multi-generational families
VALUEworks is a leading provider of customized financial services, dedicated to serving multi-generational families. Recognizing the unique needs of each family, VALUEworks offers comprehensive solutions designed to provide peace of mind, clarity on wealth management, and a fulfilling purpose that unites family members. VALUEworks delivers family advisory, wealth structure management, and investment consulting services tailored to meet specific family circumstances, from practical requirements to ambitious goals.
With a holistic and integrated approach, VALUEworks goes beyond conventional family offices and wealth advisors. The firm focuses on the big picture, proactively working to reduce risks and enhance control over family wealth and well-being. Located at Seefeldstrasse 60, Zurich, 8008, CH, VALUEworks is committed to delivering exceptional value and fostering long-term family success.
VALUEworks specializes in family business, corporate services, NextGen support, women's initiatives, foundations, and lifestyle services. The company is also deeply involved in sustainable investing, investment advisory, real estate, family governance, estate planning, impact investing, wealth structuring, and philanthropy. VALUEworks continues to expand its services and is actively seeking new opportunities for growth and development in the financial sector. We invite the manager of VALUEworks to create a customized and exclusive company showcase and product listing on our platform.
Compare VALUEworks with 3 companies in Financial-Services
| Comparison Field |
VALUEworksMain Company |
Clark Construction G...View Profile |
Washington Area Wome...View Profile |
Pacific Foundation S...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 0 | 1998 | 1987 |
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Company Size
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— | 1,001-5,000 | 2-10 | 11-50 |
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City
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Washington, District of Columbia | San Francisco, California | ||
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Country
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United States | United States | ||
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Skills & Keywords
Comparing with main company
|
21 Total Skills
Financial Services
Wealth Management
Family Advisory
Investment Consulting
Estate Planning
Wealth Structuring
Sustainable Investing
family business
corporate services
NextGen
women
foundations
lifestyle services
sustainble investing
investment advisory
real estate
family governance
estate planning
impact investing
wealth structuring
philanthropy
|
7 Total
7 Unique
Unique Skills:
civil construction
concrete
construction
design-build
development
green building
+1
|
13 Total
13 Unique
Unique Skills:
advocacy
birth equity
black women leaders
early education
foundation
girls
+7
|
12 Total
12 Unique
Unique Skills:
charities
community development
endowments
grantmaking
grants management
nonprofit administration
+6
|
Other organizations in the same industry
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