Episode 26

US family office trends shaping 2026: Professionalisation, AI and Impact with Danielle Valkner

Family Business Stories E26

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 use AI responsibly, moves onto governance and engaging the next generation and touches on investment trends being seen in the Family Office space.

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Contact us

Lisa Cornwell

Partner, Leader Private Clients and Family Offices, PwC Switzerland

+41 58 792 25 93

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Danielle Valkner

Family Office Leader, PwC United States

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