VALUEworks AG

VALUEworks AG, founded in 2004 and based in Zurich, is an independent multi-family office specializing in holistic wealth management, family governance, risk management, and philanthropy for affluent families. Led by CEO Kecia Barkawi, it emphasizes values-based, personalized investment consulting.

Werte Invest Vermogensverwaltung GmbH, based in Cologne, Germany, is a wealth management firm specializing in family office solutions, tailored asset management, and fund advisory utilizing a multidimensional risk diversification system. The firm focuses on preserving and growing client wealth rather than specific real estate investments.

Weber & Frey Family Office AG, founded in 2009 and based in Zurich, Switzerland, is a multi-family office offering trust, fiduciary, and legal advisory services to private and corporate clients, specializing in cross-border wealth and estate planning for affluent families and entrepreneurs.

Family Wealth Advisors, based in Herzliya, Israel, is an independent boutique family office providing tailored wealth management services to high-net-worth individuals and families. The firm emphasizes customized advisory solutions based on risk management and market unpredictability principles.

VECO Group, founded in 1973 and based in Lugano, Switzerland, is a private, independent multi-family office offering tailored fiduciary, asset management, and real estate advisory services globally. It specializes in wealth consolidation, valuation, and personalized reporting for affluent clients.

Shareholder Value Management AG is a Frankfurt-based, owner-managed investment boutique founded in the late 1990s. The firm specializes in long-term Modern Value investing, focusing on undervalued, owner- or family-led companies with strong economic moats, guided by ESG principles.