Family Office - Multi • Zurich, Switzerland

VALUEworks

VALUEworks is a family office - multi based in Zurich, Switzerland, founded in 2004. Verified contact details, AUM data, and investment preferences on FindLPs.

2004
Year Founded
Family Office - Multi
Investor Type
Zurich, Switzerland
Headquarters
About

VALUEworks

VALUEworks Family Office (VALUEworks) is a multi-family office based in Zurich, Switzerland. Established in 2004, the firm specializes in helping wealthy families preserve and grow their wealth across generations. The firm provides services that include investment management, wealth planning, tax optimization, and other comprehensive financial solutions tailored to the unique needs of each family. VALUEworks recognizes that every family is different. Yet at their core, family members all seek peace of mind, a clear and comprehensive perspective on the family's wealth, and an energising purpose that is fulfilling and can hold the family members together. Our customised family advisory, wealth structure management and investment consulting services are designed to meet your family's unique circumstances, from its practical needs to its ambitious goals. Our holistic and integrated offering goes beyond what conventional family offices and wealth advisors deliver. Our focus on the big picture and our proactive approach help to reduce risks for your family and give you better control over the family's wealth and well-being. The firm's goal is to assist global families in preserving and leveraging their wealth for generations to come, creating a lasting legacy and having an impact on the society and environment we live in. The family members we serve reside in Central Europe, South America, Africa, Asia, the Middle East, and the US. Many live in Switzerland and have international ties.

Investment Focus

What VALUEworks Invests In

Investment types: Direct Investing, Long-Term Investments, Private Equity, Venture Capital

Sectors & themes: Business & Administrative Services, Corporate Finance Consulting, Diversified Finance Consulting, Impact Investing, Investment Banking & Brokerage, Investment Management, Legal & Tax Services, Real Estate Services & Management, Research & Consulting Services, Wealth & Estate Planning, Banking, Commercial & Professional Services, Financial Services, Finance, High-Level Sectors, Professional Business Services, Real Estate, Real Estate Services & Management & Management, Values-Based Investing

Preferred geographies: Africa, Asia/Pacific, Europe, Global, Middle East, United States

Location: Seefeldstrasse 60\nZurich\nCH-8808\nSwitzerland

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.