PwC Switzerland

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Channel • 5 Shows

Management

Management

Updated 16 Jan
Business

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Updated 26/02/2025
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Updated 04/03/2021
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Updated 06/07/2023

12/05/2020

Family Office: How to clarify key strategy questions for your family office

The second episode is dedicated to the strategic principles for setting up a single family office. This includes the vision for the family assets, as well as goals, values and room for manoeuvre. The various duties, such as asset accounting, controlling, reporting, regulation of successor issues and community engagement, are derived from the strategy. This then leads on to operational decisions like choosing a location, personnel, compensation model, budget and network. We also pay special attention to harmonising company, family and private assets as well as the associated interests.

12/05/2020

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17 min
23/06/2020

Family Office: How to organise governance and operations for your family office

In the third episode we take a look at the governance and operational organisation of a family office. The family has to decide who is the owner, shareholder and final decision-maker. In most cases, it pays off to set up an Investment Council. And selecting the family officer is just as important, as they act as the contact person and trusted partner, and run the family office. The family officer usually specialises in certain asset classes and must understand their scope of action. The family and the family officer need to exchange views regularly and clarify how the costs are passed on to the users of the family office.

23/06/2020

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12 min
16/09/2025

Family Office: Insights on transitions within family offices

In episode 24 of our Family Business Stories Podcast, PwC’s Lisa Cornwell talks to Gilles Erulin, a longstanding family office practitioner and founder of Westwick Melrose & Cromwell (WMC), a hands-on consulting firm that supports families with family offices in managing extraordinary situations. Among other things, they look at Gilles’s learnings from decades at Financiere Pinault, the family office of billionaire businessman Francois Pinault and his children – including family office mergers and acquisitions and the challenges of succession in a wealthy business-owning family. A lot of family offices are well equipped to run their ordinary business. It’s when something suddenly pops up or starts nagging the family that they may not have the team in place to deal with the situation. In these circumstances, WMC can provide valuable expertise, such as supporting the family in navigating a merger or acquisition in an unfamiliar jurisdiction, or facilitating the transition from the first to the second generation. Gilles also talks about the challenges of ensuring proper corporate governance in family offices without detracting from the uniqueness of the family itself – in other words, preserving the family’s right to be different. Is your family office faced with a major transition or an extraordinary situation? Check out the podcast to find out how experienced practitioners can help you negotiate circumstances that depart from daily business.

16/09/2025

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18 min
23/09/2024

Family Office: Data protection and privacy

This episode of our Family Office Podcast looks at how family offices are dealing with the new data protection legislation and what family offices can do to protect themselves from problems arising from this regulation. Comprehensive new legislation governing data protection and privacy – in particular the EU’s GDPR and the new Swiss Data Protection Act – is posing major challenges for organisations in all sectors. Family offices are no exception. Philipp Rosenauer, partner at PwC Switzerland responsible for data protection and privacy, addresses challenges like cross-border transfers of data, leakage and theft.

23/09/2024

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12 min
23/01/2025

Family Office: Investment strategy

In this episode of our Family Office Podcast, we talk to Nick Bedford, investment advisor at NFG Partners, about the growing popularity of Outsourced Chief Investment Officers (OCIOs) among family offices. Nick shares some insights into why more family offices are embracing the OCIO model to access top-tier investment expertise and resources without the need for an extensive in-house team. He explores how OCIOs help navigate today’s complex investment landscape, covering everything from alternative investments to private markets. The conversation highlights the economic and strategic benefits of outsourcing, including cost savings, enhanced discipline and accountability in investment management.

23/01/2025

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15 min
03/04/2025

Family Office: Tax Inheritance - Part 1

In this episode of our Family Office Podcast, we talk to PwC Switzerland’s head of tax about how wealthy families are tackling the issue of inheritance – in particular in light of the upcoming inheritance initiative in Switzerland. This is the first of three editions of the podcast devoted to inheritance and succession, a technically complex but also emotionally charged issue for the people involved and those responsible for managing their affairs.

03/04/2025

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14 min
31/10/2024

Family Office: Asset and wealth management software

Managing substantial wealth can be a difficult business at times. The provision of accurate information is critical to deal with tax, legal, regulatory and compliance matters, and many families have to duplicate time and effort with every request for information. In this episode of our Family Office Podcast, Tomas Hurcik, CEO of ORCA, introduces the business he founded to deal with these challenges. ORCA offers asset and wealth overview software that helps family offices, trusts and investment companies manage crucial information on their legal entities, private equities, real estate and other assets.

31/10/2024

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15 min
17/04/2024

Family Office: Optimising workforce culture

In this episode of our Family Office podcast, we talk with Johannes Smits, Partner in People and Organisation at PwC Switzerland, where we discuss how Family Offices of all shapes and sizes manage the challenges faced and strategies to use when attracting and retaining talent.

17/04/2024

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15 min
11/12/2024

Family Office: Real estate investments

In this episode of our Family Office Podcast, we talk to Anita Mikkonen, partner and head of PwC Switzerland’s real estate tax and legal practice, and explore the opportunities for family offices to invest in Swiss real estate. She talks about real estate as a popular investment for family offices, focusing on Swiss property. She gives insight into listed real estate investment companies, investment funds and tokenised real estate structures that enable even foreign investors to benefit from residential real estate assets in Switzerland. The conversation takes in the pros and cons for real estate investment vehicles and points out ESG, sustainability and energy considerations that have to be taken into account when buying property.

11/12/2024

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9 min
07/03/2024

Family Office: Diversified Art Investment

Diversification is a key consideration for families and family offices making investments. Understanding and assessing opportunities available outside of the ‘traditional’ investment universe can be challenging. In this episode, we talk with Pascal Schneidinger, CEO and founder of Partasio, a company providing access to art investment. Pascal walks us through art as a diversifying asset class, touches on the complexities of this dynamic market and shares insights on how to access an asset class where the entry barriers are traditionally high.

07/03/2024

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10 min

PwC Switzerland is the leading audit and advisory company in Switzerland. At PwC, our purpose is to build trust in society and solve important problems.

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PwC Switzerland

Top Shows

Family Office: How to clarify key strategy questions for your family office

Family Office: How to organise governance and operations for your family office

Family Office: Insights on transitions within family offices

Family Office: Data protection and privacy

Family Office: Investment strategy

Family Office: Tax Inheritance - Part 1

Family Office: Asset and wealth management software

Family Office: Optimising workforce culture

Family Office: Real estate investments

Family Office: Diversified Art Investment

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