Family Office Stories

PwC Switzerland
PwC Switzerland
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Swiss family businesses have a responsibility towards the family as well as the company. Our family office podcast series is dedicated to a number of key topics that concern family entrepreneurs: family office and asset planning, family governance, owner strategy, values system, succession planning, generational issues, digitalisation, pressure to innovate, shortage of skilled workers and much more.

  1. Oct 12

    Bridging the AI "Capability Gap"

    Practical AI use cases for family offices Getting more value from AI while amplifying your people Closing the gap between AI capabilities and everyday use Data security and the choice of enterprise-grade AI tools A look at how AI could develop over the next five years

    Bridging the AI "Capability Gap"

  2. Sep 11

    From data to decisions: How family offices get reporting right

    Key topics we discuss include:  • Why understanding the principal's objectives is the starting point for effective reporting  • The importance of transparency and visibility over costs, spending and net worth  • Common challenges in collecting and consolidating data across banks, private equity investments and real estate holdings  • How often family offices should report and why different reporting frequencies serve different purposes  • The risks of maintaining multiple versions of reports for different stakeholders  • Whether technology, data consolidation platforms and AI can help improve reporting quality and decision-making

    From data to decisions: How family offices get reporting right

  3. Aug 11

    Health is wealth: Why family offices are taking a strategic approach to healthcare

    Key topics we discuss include: What a medical family office is and why the concept is gaining traction The four pillars of SIP's healthcare approach: medical records management, prevention, privileged healthcare and international private medical insurance Why centralised medical data can help improve treatment outcomes and reduce delays The rise of longevity programmes and how to separate evidence-based science from marketing hype Growing concerns around dementia and Alzheimer's, including their intersection with wealth governance when decision-makers lose capacity Why taking ownership of your healthcare may be one of the most important investments you make

    Health is wealth: Why family offices are taking a strategic approach to healthcare

  4. Jul 14

    Private trust companies: How families structure control, succession and governance

    Key topics we discuss include: What trusts are — and why families use them today: how the focus has shifted towards succession and asset protection Private trust companies (PTCs): how they help families retain influence while separating legal ownership Governance and influence: how trustees, protectors and board composition shape decision-making Switzerland as a trust jurisdiction: how it administers foreign-law trusts under the Hague Convention and the advantages this offers international families  Regulatory developments: the impact of FINMA supervision and the family ties exemption for PTCs Confidentiality and operational complexity: trade-offs when involving family members and advisors in governance structures

    Private trust companies: How families structure control, succession and governance

  5. Jun 15

    Pre-IPO investing: How family offices stay selective in private markets

    Key topics we discuss include: The practical barriers to private market investing: why information gaps, network-driven access and ongoing administration continue to challenge lean family office teams. Funds versus deal-by-deal investing: the trade-offs shaping how families balance commitment, liquidity and control across their private market exposure. The role of late-stage, pre-IPO technology in a diversified portfolio: why allocations are growing, and why the point of entry matters as much as the opportunity itself. The next generation's influence: how younger family members are reshaping private market allocations, and why co-investing is emerging as both a strategy and a learning tool. Judgement and automation in due diligence: where AI adds efficiency in research and screening, and where human judgement remains essential when information is incomplete or difficult to verify.

    Pre-IPO investing: How family offices stay selective in private markets

  6. Apr 21

    Information is key: Why KYC is becoming a strategic advantage for family offices

    Key topics we discuss include: “KYC is not just KYC”: why family offices need a joined‑up view that goes beyond AML and source of wealth to include reputational risk, sanctions exposure, PEP relationships and adverse media—and how these factors can affect assets and structures.  Building a fact‑based “financial biography”: documenting how wealth was accumulated—from the first dollar to the most recent—and how structures evolved across jurisdictions and over time, to support recurring due diligence requests and create consistency across institutions.  Reducing recurring friction: how gaps in historic knowledge can slow down processes with banks and counterparties, and why consolidating information in one place can make a tangible difference.  Intergenerational readiness: why the next generation often cannot explain historic wealth creation, and how a clear record supports succession, mobility and future banking or investment conversations.  Technology vs human judgement: how automation and AI are changing due diligence, but why human insight remains essential to interpret context and connect the dots—particularly where information is incomplete or hard to verify across regions.

    Information is key: Why KYC is becoming a strategic advantage for family offices

  7. Feb 23

    Prime Central London: Where global trends meet property opportunities

    In this episode of our Family Office Podcast, Lisa Cornwell speaks with Hugh Obbard, founder of London-based advisory firm Obbard, which has helped global families navigate Prime Central London real estate for more than 30 years – a market that has long been a preferred destination for internationally mobile families seeking stability and long‑term value. They discuss how the market has shifted over the past decade – from tax changes and political uncertainty to new patterns of international mobility – and why these dynamics have created meaningful buying opportunities. The conversation explores the breadth of global demand, the appeal of London even for families who have moved abroad and who have traditionally viewed Prime Central London as a safe and familiar base, and the role that strategic refurbishment plays in creating long-term value. Hugh also shares practical insights into managing UK property from overseas and what “absentee ownership” really requires in today’s environment.

    Prime Central London: Where global trends meet property opportunities

  8. Jan 16

    Family Office: US family office trends shaping 2026

    In this episode of our Family Office Podcast, Lisa Cornwell chats with Danielle Valkner, who heads our US family office practice and guides some of the world's most influential families. They explore how US family offices are evolving—transforming into efficient, business-like entities by integrating the right talent, processes, controls, and technology. The discussion delves into what it means to use AI responsibly, moves onto governance and engaging the next generation and touches on investment trends being seen in the Family Office space.

    Family Office: US family office trends shaping 2026
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About

Swiss family businesses have a responsibility towards the family as well as the company. Our family office podcast series is dedicated to a number of key topics that concern family entrepreneurs: family office and asset planning, family governance, owner strategy, values system, succession planning, generational issues, digitalisation, pressure to innovate, shortage of skilled workers and much more.

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