VALUEworks

VALUEworks

Financial-Services

Company Tagline

Providing customised services to multi-generational families

Industry Category
Financial-Services
Company Description

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.

Key Personnel / Employees
Christianna Doukakis Kecia B. Manuela Gadient Silvia Bastante de Unverhau

Compare Companies Side by Side

Compare VALUEworks with 3 companies in Financial-Services

4 Companies
Comparison Field
VALUEworks
VALUEworks
Main Company
Clark Construction Group
Clark Construction G...
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Washington Area Women's Foundation
Washington Area Wome...
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Pacific Foundation Services
Pacific Foundation S...
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Founded Year
0 1998 1987
Company Size
1,001-5,000 2-10 11-50
City
Washington, District of Columbia San Francisco, California
Country
United States United States
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
4
Total Companies
1987
Oldest Founded
1
Countries
52
Unique Skills

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Alternative Company Names

This company is also known as

VALUEworks