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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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…
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…
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…
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…
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…
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…
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…
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…
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…
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 Inheritance Initiative. Now that the proposal and the alternatives have been rejected by the two chambers of parliament, what are the chances of a Yes vote later this year?
