Family Office

Supporting family wealth

The role of family offices today

The number of family offices in the last years has increased rapidly and with it their importance. In a constantly changing world, family offices focus on long-term strategic thinking and a lasting legacy, managing family wealth and affairs around the globe. 

PwC Switzerland has gained a profound know-how with decades of experience from working with and advising many family offices particularly due to the attractiveness of Switzerland as a family office location. Together with our global network we offer you a central point of contact for your family office to help you preserve your wealth for current and future generations across the globe.

All around «Family Office» 

In our podcast and video series, our PwC experts share with you our extensive practical experience with the owner's strategy, an optimal structuring of assets and the re-orientation of the family office. 

Topics include the Family Office strategy, the operational and legal tasks of a Family Office, and concrete steps to a suitable Family Office. In more detail, we will discuss questions as follows:

  • How much wealth should a Family Office have?
  • What are the tasks of a Family Office? 
  • How can I find the right location for a Family Office?
Register now for the series

Podcast and Video Series

Would you like to learn more? Register now.

The series will start in March 2020 and is free of charge.

What family offices do

In a constantly changing environment, having greater control over family wealth has become increasingly important for many families. Therefore, an increasing number of families opts for a family office to meet those needs:

  • Protecting family wealth - by ensuring it is structured appropriately from both a legal and regulatory perspective
  • Spreading investment risk - by diversifying family wealth
  • Improving family communication - by enabling debate within the family on a broad range of topics from values and purpose to key investment decisions
  • Coherent governance over the family’s wealth - by establishing proper processes to manage the assets
  • Managing the personal affairs of family members - by providing personal financial management and preserving their privacy
  • Better decision making - by having a clearly defined ownership strategy and objectives with aligned tax, accountancy and wealth management reporting
  • Helping the next generation prepare for succession - by supporting the education and development of family members
  • Administration - through trust administration, real estate services, document management and recordkeeping, expense management and bookkeeping

How can we assist family offices?

Diverse forms are available to families to manage their wealth. Tailored to your family’s needs we can help you set up and manage a family office. No matter if you are an established family office or thinking about setting up a family office, our multi-disciplined Swiss team alongside with our global network can support your daily business and assist you to find the right solutions for your next steps.
 

Setting up a family office

Setting up the family office to provide professional services and management of many business and personal needs requires strategic planning and design.

With decades of experience, we can help prepare you for each step of the way – from assessment and visioning to work plans and implementation. Together, we can help you design a strategy to manage the complexity that comes with handling a family’s affairs.

Established family offices

Whether you are a single family office, multi family office, embedded family office – we can offer our full suite of advisory services from tax and accounting to treasury, deals and legal support.

Our Swiss team alongside with our global network is ready to help you.

At PwC, we have the know-how to find the right structure for every investment, taking into account the tax and legal conditions, the controllability and governance, as well as the family dynamics.

Jürg Niederbacher, Partner, Leader Private Clients, PwC Switzerland

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Contact us

Jürg Niederbacher

Partner, Leader Private Clients, PwC Switzerland

Tel: +41 58 792 42 93

Giovanna Mattle

Private Clients - Switzerland & International, PwC Switzerland

Tel: +41 58 792 42 94

Alexander Koeberle-Schmid

Family Governance Consulting | Inhaberstrategieberater, PwC Switzerland

Tel: +49 2119817376

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