Family Office Stories – Details, episodes & analysis

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Family Office Stories

PwC Switzerland

Business

Frequency: 1 episode/76d. Total Eps: 32

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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Data updated on 21/09/2026

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Score global : 53%

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From data to decisions: How family offices get reporting right

Episode 32

Friday, September 11, 2026 • Duration 14:48

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

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

Episode 31

Tuesday, August 11, 2026 • Duration 14:27

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

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

Episode 30

Tuesday, July 14, 2026 • Duration 13:25

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

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

Episode 29

Monday, June 15, 2026 • Duration 14:06

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.

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

Episode 28

Tuesday, April 21, 2026 • Duration 15:51

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.

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Prime Central London: Where global trends meet property opportunities

Episode 27

Monday, February 23, 2026 • Duration 20:27

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.

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Family Office: US family office trends shaping 2026

Episode 26

Friday, January 16, 2026 • Duration 15:56

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.

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Family Office: Maximising social impact in private foundations

Episode 25

Thursday, December 18, 2025 • Duration 24:21

In this episode of our “Family Business Stories” podcast Lisa Cornwell, who leads our private clients and Family Offices team, engages with philanthropy consultant Diego Estrada to explore how private foundations and grant-makers can boost their impact sustainably. They discuss enhancing operations and governance, fostering trust-based partnerships, and why Switzerland stands out as a hub for innovation and talent. Diego shares insights on trends, common challenges like due diligence and oversight, and practical ways to measure results. His advice: work together, avoid reinventing the wheel—and act swiftly.

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Family Office: Insights on transitions within family offices

Episode 24

Tuesday, September 16, 2025 • Duration 17:31

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.

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Family Office: Tax Inheritance – Part 3

Episode 23

Friday, June 20, 2025 • Duration 11:28

In this episode of our “Family Business Stories” podcast the last our mini-series focussed on the upcoming Switzerland Inheritance Initiative, PwC’s Lisa Cornwell talks to Alexandra Bertschi, PwC Switzerland’s family governance specialist. They talk about some of the more family-related and emotional aspects of the new tax inheritance initiative, due to go to the vote in the coming months. If approved, it would comprise a 50% federal inheritance tax with a one-off CHF 50 million exemption.

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Family Office Stories – Details, episodes & analysis

Podcast details

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Family Office Stories – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify