VALUEworks is a multi-family office based in Zurich, Switzerland, providing wealth management services.

VALUEworks

VALUEworks | 715 followers on LinkedIn. Providing customised services to multi-generational families | VALUEworks recognises that every family is different. Yet at their core, family members all seek peace of mind, a clear and comprehensive perspective on the family&#39;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.

Founder and managing partner at VALUEworks

Kecia Barkawi-Hauser

Global philanthropy expert and executive

Silvia Bastante de Unverhau

Real Estate & Art Services

Manuela Gadient

Charity & Project Manager bei VALUEworks AG

Christianna Doukakis

This is a great article from my colleagues at VALUEworks on the requirements of Foundations to be fit and flexible for the changing regulatory landscape.

We are delighted to share our latest article on philanthropy, published by the internationally renown STEP Journal, on "Shoring up the foundations”. In this article we explore how family philanthropy can benefit from the recently modernized Swiss foundation legislation. We delve into the main changes impacting charitable foundations and their positive impact on family philanthropy, particularly for the next generation of donors. We hope you enjoy the read. Do share your thoughts with us! #Philanthropy #NextGen #STEP #Foundation #Giving #DoingGood #Switzerland #VALUEworks

So pleased to be supporting and working with VALUEworks as they reach the 20 year milestone. Values and purpose are the DNA of everyone in the team. You can’t find a better steward for family wealth.

20 years ago, VALUEworks was founded and ever since we have been driven by our values and strong beliefs. We were at the forefront of developments, with family values, sustainability, and philanthropy an integral part of our initial offering. We are so proud and thankful for all these years during which we were able to support multi-generational families, some of which are still our clients today. We listened, we asked, and worked to understand our clients’ problems and how to solve them. We were by their side in good but also very difficult times. And with them, we were able to grow. We would like to take this opportunity to thank all of you who have supported and inspired us over these years in so many ways, and who made us rethink, innovate, and develop. We are really excited to enter VALUEworks’ third decade and look forward to embracing new opportunities, mastering challenges, and continuing to support our clients with care, insight, and diligence. #Familyvalues #Philanthropy #Empowerment #Responsability #Impact #NextGen #Familygovernance #Estateplanning #Foundations

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VALUEworks

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