Values & Guidance Family Office Ltd.

Overview

Values & Guidance GmbH combines family-office guidance with sustainable investment management. The firm emphasizes personal contact and advice shaped around each client’s needs, values, and long-term growth objectives.

History

The company was established in 2008 and reports more than 35 years of international financial-sector experience.

Leadership

Wolfgang Rattay is Chief Executive Officer. Karin Rattay serves as a Member of the Management Board, and Lisa Ungersböck is Compliance Officer.

Services

The firm supports entrepreneurial families through generational transition, family-business adaptation, mediation, planning, and consulting. It also provides personalized investment advice and discretionary portfolio management.

Values & Guidance offers the Sustainable Alpha global mixed fund, which it describes as an Article 9 sustainable product focused on capital preservation, long-term growth, and positive environmental and social impact. Its Mission 2030 fund invests globally in equities, follows Article 8 disclosure classification, and emphasizes sustainability and absolute returns. Mission Blue is a global bond fund focused on sustainability and economic stability, investing in European and American companies with limited exposure to banks and government bonds.

What the firm offers

• Investment management

Client Focus

The firm works with families, businesses, and individuals, including entrepreneurial families navigating generational transition and family-business adaptation.

Approach

Values & Guidance says its investment process uses exclusion criteria, an internal climate-risk model, continuous portfolio analysis, and collaboration with scientific and environmental institutes. The firm reports that Sustainable Alpha has grown nearly 30% since inception.

Regulation

The company identifies itself as a securities firm supervised by the Austrian Financial Market Authority. It states that its concession covers investment advice, discretionary portfolio management, and receiving and transmitting orders concerning financial instruments.

FAQs

Related resources

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• Network siteFamilyBusinesses.com

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  Profiles for KRONOS Advisory GmbH and Peak Pride Management GmbH give readers nearby points of comparison on this site. Reviewing these firms alongside Values & Guidance GmbH can help a prospective client clarify preferred services, client focus, and the kind of relationship they seek for investment management.

Sources

1. Values & Guidance team
2. Values & Guidance
3. Family Guidance
4. Austrian Financial Market Authority
5. Values & Guidance imprint

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.