Family Business Stories
Episodes
Family Office: Maximising social impact in private foundations
18 Dec 2025
Contributed by Lukas
In this episode of our “Family Business Stories” podcast Lisa Cornwell, who leads our private clients and Family Offices team, engages with philan...
Family Office: Insights on transitions within family offices
16 Sep 2025
Contributed by Lukas
In episode 24 of our Family Business Stories Podcast, PwC’s Lisa Cornwell talks to Gilles Erulin, a longstanding family office practitioner and foun...
Family Office: Tax Inheritance – Part 3
20 Jun 2025
Contributed by Lukas
In this episode of our “Family Business Stories” podcast the last our mini-series focussed on the upcoming Switzerland Inheritance Initiative, PwC...
Family Office: Tax Inheritance – Part 2
07 May 2025
Contributed by Lukas
In this episode of our Family Office Podcast, Lisa Cornwell talks to Jürg Niederbacher, who leads PwC’s private wealth practice across Switzerland,...
Family Office: Tax Inheritance - Part 1
03 Apr 2025
Contributed by Lukas
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 inherita...
Family Office: Investment strategy
23 Jan 2025
Contributed by Lukas
In this episode of our Family Office Podcast, we talk to Nick Bedford, investment advisor at NFG Partners, about the growing popularity of Outsourced ...
Family Office: Real estate investments
11 Dec 2024
Contributed by Lukas
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, a...
Family Office: Asset and wealth management software
31 Oct 2024
Contributed by Lukas
Managing substantial wealth can be a difficult business at times. The provision of accurate information is critical to deal with tax, legal, regulator...
Family Office: Data protection and privacy
23 Sep 2024
Contributed by Lukas
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...
Family Office: Investments in the current macro environment
15 Aug 2024
Contributed by Lukas
This episode of our Family Office Podcast features Patrick Rooney, partner and head of business development at ProMeritum. ProMeritum is a UK-based he...
Family Office: Sustainability, reporting and impact investment
18 Jun 2024
Contributed by Lukas
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 famil...
Family Office: Generational wealth planning structures
15 May 2024
Contributed by Lukas
In this episode of our Family Office Podcast, we speak with Chris Edward, a UK-regulated advisor and Sales Director for Lombard International Assuranc...
Family Office: Optimising workforce culture
17 Apr 2024
Contributed by Lukas
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 Office: Diversified Art Investment
07 Mar 2024
Contributed by Lukas
Diversification is a key consideration for families and family offices making investments. Understanding and assessing opportunities available outside...
Family Governance: Zusammenspiel von Corporate Governance, Family Governance und Rollen im Family Business
08 Oct 2021
Contributed by Lukas
Corporate Governance, Family Governance und Rollen im Familienunternehmen: diesen drei Themen widmen sich Reto Blaser, Catharina Prym und Roman Leimer...
Family Governance: Was beinhaltet eine Inhaberstrategie
16 Jul 2021
Contributed by Lukas
In dieser Episode des Family Governance Podcasts führen Roman Leimer und Catharina Prym durch die ersten drei Zimmer des Strategiehauses: Mitgliedsch...
Family Office: Defining sustainability as an opportunity
09 Jun 2021
Contributed by Lukas
This episode focuses on sustainability. We will take a look at the different approaches to defining it. We will also talk about its impact, sustainabl...
Family Governance: Eine Inhaberstrategie erarbeiten und leben
02 Jun 2021
Contributed by Lukas
Mit einer Inhaberstrategie erhalten Sie ein einheitlicheres Bild davon, was Familie, Unternehmen und deren Zusammenspiel bedeuten. Die Familienverfass...
Family Governance: Nie zu früh, die Zukunft abzusichern
23 Apr 2021
Contributed by Lukas
Aus dem Spannungsfeld von Geld, Macht und Liebe gehen unterschiedliche Ansprüche hervor. Mit einer Family Governance schaffen Sie Klarheit über Bedü...
Family Office: What you need to consider before moving abroad
31 Mar 2021
Contributed by Lukas
More and more wealthy people and business-owning families are considering moving abroad, whether for private, professional or business reasons, as a r...
Family Office: How your family office can benefit from the tax reform
16 Dec 2020
Contributed by Lukas
New taxation rules, which have been adapted to the international standard, entered into force in Switzerland on 1 January 2020. The fifth episode of o...
Family Office: How to create sustainable family office structures for your assets
12 Nov 2020
Contributed by Lukas
In the fourth episode of our Family Business Stories, we take a look at future-proof structures for the family office. Complexity surrounding internat...
Family Office: How to organise governance and operations for your family office
23 Jun 2020
Contributed by Lukas
In the third episode we take a look at the governance and operational organisation of a family office. The family has to decide who is the owner, shar...
Family Office: How to clarify key strategy questions for your family office
12 May 2020
Contributed by Lukas
The second episode is dedicated to the strategic principles for setting up a single family office. This includes the vision for the family assets, as ...
Family Office: Why family businesses are increasingly starting a family office
06 Apr 2020
Contributed by Lukas
In this episode, we talk about setting up a family office with the aim of structuring family assets in a sensible manner, exploiting cost and value cr...