Seefeldstrasse 60, 8008 Zurich

+ 41 44 388 9000

Family advisory - Wealth structure management - Investment consulting 

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 energizing purpose that is fulfilling and can hold the family members together.

Our customized 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.

CEO, Founding Partner & President of the Board

I founded VALUEworks in 2004 and since, led the development of its holistic, innovative and values-based service offering. Today, I advise key clients on overall wealth structuring, family governance, risk management, estate planning and philanthropy. With my vast experience, creativity and strong interpersonal skills, I coach women and NextGens on how to cope with family wealth-related challenges and becoming responsible wealth-owners. In addition, I serve on the board of a select number of family offices and charitable foundations, and act as protector and executor for family estates. 

I speak and publish on family office, family governance, wealth management and philanthropy topics. On a regular basis I act as a  judge and serve on the panel of experts at STEP's Private Client Awards in London.

Prior to founding VALUEworks, I worked for GAM's trust team in Zurich and Bermuda. In 1998, I joined the private client team of PWC (formerly Coopers & Lybrand) as a vice president. In 2007, I spearheaded the creation of the Swiss Association of Trust Companies (SATC), which I presided until 2012. My passion for strategic philanthropy led me to co-found the Zurich Roundtable of Philanthropy and initiate the exclusive Swiss Women + Philanthropy Network.

In 2021, I was awarded for my "Outstanding Contribution to Wealth Management Thought Leadership" and as "Leading Individual" at the prestigious WealthBriefing Swiss Awards. In addition, I have been shortlisted for the 2022 Citywealth Powerwomen Awards in the category "Inspirational Women of the Year".

I hold a Master in Law from the University of Zurich and an MBA from Heriot-Watt University in Edinburgh. I speak five languages.

I am married and live in the city of Zurich. I am a passionate photographer and an adventurous traveller, having visited 70 countries with my Nikon gear. I am creative and love to design, craft, and cook, often creating her own fusion signature dishes.

+ 41 44 388 9000

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