Family Office

A sustainable solution for the long-term management, preservation and growth of your family's wealth.

Listen to the Family Office Podcast

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Listen on Spotify Listen on Apple Podcasts Listen on Google Podcasts
Listen on Spotify Listen on Apple Podcasts Listen on Google Podcasts

Checklist Family Office

Would you like to structure your family assets sensibly, exploit cost and value creation advantages, while avoiding conflicts of interest? If so, a family office could be right for you.

Download the Checklist

 

The role of family offices today

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.

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.


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:

By ensuring it is structured appropriately from both a legal and regulatory perspective

By diversifying family wealth

By establishing proper processes to manage the assets

By supporting the education and development of family members

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.

Contact us

 

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.

Contact us

 

Checklist Family Office

Would you like to structure your family assets sensibly, exploit cost and value creation advantages, while avoiding conflicts of interest? If so, a family office could be right for you.

Download the Checklist

 

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

Jürg Niederbacher

Partner, Leader Private Clients, PwC Switzerland

Tel: +41 58 792 42 93

Richard Geldart

Richard Geldart

Partner, Private Clients - Family Offices & International, PwC Switzerland

Tel: 41 58 792 10 30

Giovanna Mattle

Giovanna Mattle

Private Clients - Switzerland & International, PwC Switzerland

Tel: +41 58 792 42 94

Alexander Koeberle-Schmid

Alexander Koeberle-Schmid

Family Governance Consulting | Inhaberstrategieberater, PwC Switzerland

Tel: +49 2119817376

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