Who are we?
The minds behind Values & Guidance.
About us
Values & Guidance is an investment firm located in Vienna. We offer investment services as well as family office services. Since 2008 we have been supporting not only families and their companies but individuals as well in structuring succession processes and their assets. With many years of experience, we have learned that every company with its services and products is as unique as every family and its members. Therefore, only individually customized solutions are effective. We are able to elaborate exactly these solutions simply because we are listening, we are reading between lines and we are thinking out of the box.
We combine the expertise of experienced investment banking and the long-term establishment of a family office with the drive of a startup. We not only share one office, but we live by common values and ideals (e.g., closing gaps of information, communicating openly, and achieving agreed results for which we take responsibility) day after day. We believe it is essential to understand the people behind numbers and this applies to our customers as well as to ourselves.
Our Approach
We are really good at what we do. But we also know that we can’t always be the best. That is why we have a pool of experts at our disposal. For each case we carefully select a suitable partner to ensure consistent results. Because that’s what really matters.
Besides that, we value transparency and are more than happy to disclose our processes. We ensure that nobody will be taken by surprise in the end. You can rely on that.
What makes us stand out
State of the art climate risk rating (Carbon Metrics)
Application of exclusion criteria
Strong focus on absolute
return strategies
Internal risk model for continuous assessment and analysis of all processes
Years of experience and expertise
Environment-related projects in cooperation with scientific institutions
Our results
Sustainable.
We are not only seeing the color “green”, rather we are striving for the understanding of a permanent and long-term satisfactory solution and performance. The fact that we have been looking after our existing clients for over than ten years tells its own tale.
Individual.
We don’t follow a recipe, but a simple rule of thumb, which says: we are only then satisfied when our customer is pleased and the agreed upon goals have been achieved. This rule applies to our Wealth Management, as well as to our Family Guidance projects.
Transparent.
We are not secretive and do not work behind closed doors. We disclose our processes and are happy to pass on our know-how to our customers, though we keep every concern strictly confidential.
Our team
Lisa Ungersböck, BA
Member of the
Management Board
currently on maternity leave
Gabriele Fritz
Backoffice
DI Corinna Gerhold, BA
Graphic Design
