Hosted by PwC Switzerland · 🇺🇸 US · EN · 28 episodes
Established thought leaders with verified media credentials.
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.
PwC Switzerland hosts Family Office Stories, a business show with 28 episodes published.
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 med
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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
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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 office
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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 gra
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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 tha
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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 gov
Show notesIn 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. N
Show notesIn 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 inheritance initiative in S
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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 offices. Nick shares so
Show notesIn 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 invest in Swiss real
Show notesManaging 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 to duplicate time and
Show notesThis 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 from this regulation.
Show notesThis 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 markets fixed-income
Show notesThe 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 passions of the family
Show notesIn 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 for nearly 25 years i
Show notesIn 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 the challenges faced an
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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 challenging. In this
Show notesCorporate 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 Podcast Serie, erhalt
Show notesIn dieser Episode des Family Governance Podcasts führen Roman Leimer und Catharina Prym durch die ersten drei Zimmer des Strategiehauses: Mitgliedschaft, Selbstverständnis, Geschäftsmodell. In 18 Minuten vermittelt Ihnen
Show notesThis 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 presents for family busine
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Family Office Stories is hosted by PwC Switzerland. The show is categorised under business (management) and has published 28 episodes.
Family Office Stories has published 28 episodes.
Family Office Stories regularly covers business, management, entrepreneurship. It sits in the business category, with a management focus.
Family Office Stories is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Family Office Stories hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Family Office Stories average 16 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Family Office Stories's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 11 days ago.
