Family Office Stories

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.

Family Office Stories is a business podcast hosted by PwC Switzerland, with 32 episodes on record and a Required Pod Score of 80.

PwC Switzerland hosts Family Office Stories, a business show with 32 episodes published.

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  Episode #32

  From data to decisions: How family offices get reporting right

  Sep 11, 202615 min

  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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  Episode #31

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

  Aug 11, 202614 min

  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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  Episode #30

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

  Jul 14, 202613 min

  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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  Episode #28

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

  Apr 21, 202616 minS0

  <p>Key topics we discuss include:</p> “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 counterpar...

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  Episode #27

  Prime Central London: Where global trends meet property opportunities

  Feb 23, 202620 minS0

  <p>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.</p> <p>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 e...

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