Family Office Stories
PwC Switzerland
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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…
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…
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…
Family Office: Maximising social impact in private foundations
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…
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…
Family Office: Tax Inheritance – Part 3
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…
Family Office: Tax Inheritance – Part 2
In this episode of our Family Office Podcast, Lisa Cornwell talks to Jürg Niederbacher, who leads PwC’s private wealth practice across Switzerland, about the latest practical developments in the…
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…
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…
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…
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…
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…
Family Office: Investments in the current macro environment
This episode of our Family Office Podcast features Patrick Rooney, partner and head of business development at ProMeritum. ProMeritum is a UK-based hedge fund specialising in absolute return emerging…
Family Office: Sustainability, reporting and impact investment
The topic of sustainability can be tricky to navigate given the many and varied regulatory challenges, but it is certainly on the agenda of many family offices as they seek to match the values and…
Family Office: Generational wealth planning structures
In this episode of our Family Office Podcast, we speak with Chris Edward, a UK-regulated advisor and Sales Director for Lombard International Assurance, who has been dealing with UK resident clients…
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…
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…
Family Governance: Zusammenspiel von Corporate Governance, Family Governance und Rollen im Family Business
Corporate Governance, Family Governance und Rollen im Familienunternehmen: diesen drei Themen widmen sich Reto Blaser, Catharina Prym und Roman Leimer. Aufbauend auf der bisherigen Family Governance…
Family Governance: Was beinhaltet eine Inhaberstrategie
In dieser Episode des Family Governance Podcasts führen Roman Leimer und Catharina Prym durch die ersten drei Zimmer des Strategiehauses: Mitgliedschaft, Selbstverständnis, Geschäftsmodell. In 18…
Family Office: Defining sustainability as an opportunity
This episode focuses on sustainability. We will take a look at the different approaches to defining it. We will also talk about its impact, sustainable investments and the opportunities that it…
Frequently Asked Questions
Family Office Stories has published 28 episodes since April 2020, covering topics in Business, Entrepreneurship.
Family Office Stories is currently highly active with new episodes every 2 months. Average episode length is 15m.
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