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Featured - 4 items
The role of Family Offices today
Over the last few years, the number of Family Offices has increased significantly and so has their level of importance. The world around us is changing. It’s for this very reason that the Family Office is assigned an important task: to develop a long-term strategy for managing the assets and affairs of wealthy families around the world, with the focus on a lasting legacy.
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.
Family Office Podcast
Get new perspectives and insights with the Family Business Stories podcast series.
Bring your family office vision to life. A personalised and holistic approach just for you.
At PwC, we understand that there is no one-size-fits-all solution for our clients’ family office requirements, and that the design and function of a family office is based on the vision of the individuals that it represents.
Our multi-disciplined and international team therefore provides holistic and independent advice based on professional expertise and personal integrity. PwC’s dedicated family office team helps you design, set up, assess, and optimise your family office structure to achieve your goals now and for future generations.
- Structuring
- Family Governance
- ESG
- Asset Management
- Legal
- Tax and compliance
- Operational support
- Wealth planning
- Continuity planning
Structuring
- Understand your needs
- Pick the right type of family office
- Design the family office
- Support end -to- end with the implementation of the family office structure
Family Governance
- Agree values and principles
- Design your family constitution
- Family education
- Conflict management
ESG
- Sustainable KPI’s
- Incorporation of ESG
- Green financial instruments
- Green funds and impact investment
- Sustainable reporting
Asset Management
- Direct investment opportunities
- Valuations
- Due diligence
- Advice on regulations and compliance
- Licensing
- M&A
Legal
- End to end global legal support
- Relocation and immigration for family members
- Inheritance law
- Negotiations
- Rest estate advisory
Tax and compliance
- Global tax planning and support (all taxes)
- Corporate structuring
- Personal compliance
- Personal holding structure compliance
- Assessing tax in your financial planning
- Trust tax support
Operational support
- Operational efficiency review
- Family Office diagnostic
- Outsource – accounting
- Outsource – tax compliance
- Audits
- Resilience testing and cyber security
Wealth planning
- Matching assets to holding vehicles
- Philanthropic advice
- Post sale planning
- Luxury assets
- Real Estate advice
Continuity planning
- Succession planning
- Support with generational transfers
- Ownership and Leadership coaching
- Emergency and Back-up Planning
- Next Gen development/education
Your family’s vision is the foundation of your family office
Providing peace of mind that all is being taken care of in a professional, systematic and efficient way.
At PwC, we understand that the main goal of a family office is to support your family's strategy and legacy, while ensuring that everything is handled in a professional, organized, and effective manner.
To establish a successful family office, careful planning and design are essential. With our extensive experience, we can guide you through each step of the process, from assessing your needs and defining your vision to creating work plans and implementing them. Although the idea of starting a family office may seem overwhelming, it doesn't have to be. Our four-step guide simplifies the process, providing you with a comprehensive methodology that is easy to follow. Our aim is to build your confidence in taking on this endeavour.
Topics of your interest
Family Office Podcast
Get new perspectives and insights with the Family Business Stories podcast series.
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Contact us
Jürg Niederbacher
Partner, Leader Private Clients & Family Offices, PwC Switzerland
Tel: +41 58 792 42 93
Lisa Cornwell
Partner, Private Clients & Family Offices - International, PwC Switzerland
Tel: +41 58 792 25 93