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We provide comprehensive advice to businesses and families
Pressure to innovate, digitalisation, international competition and succession planning are constantly presenting your company with new challenges. With the help of advisory services, coaching and many years of expertise, I’ll help you define a strong ownership strategy and support you in passing a healthy business on to the next generation.
Norbert Kühnis
Family Business & Middle Market Leader, PwC Switzerland
We advise family businesses on various topics
As a business owner, you have to ensure that the interests and values of all stakeholders are represented: You need structures and rules in place as well as entrepreneurial flair in order to stay competitive. This is the only way you can secure the growth of a family business irrespective of trends, manage the company succession and avoid or resolve conflicts. We’ll show you how.
Pension provision
How you can successfully shape the future of your company and your family
What does the future of your family business look like in terms of common goals and values? Answering this and similar questions will provide you with an ownership strategy. To do this, you’ll need a clear process and consistent implementation. With our structured approach and extensive experience, we can help you during this process.
How we support you:
- Pension plan
- Family governance
- Succession
- Family office
Family governance
Professionally guiding families and companies into the future
Family governance provides your family-owned business with a common framework and mechanism for resolving conflicts. It ensures that the members of your family know how your company functions and what makes it special. This is more important today than ever before – particularly with family businesses.
How we support you:
- Development of an ownership strategy
- Acting as a sparring partner
- Implementation of your ownership strategy
- Succession strategy process
Succession planning
Making sure things carry on the way you want them to
Succession planning is one of the biggest and most difficult tasks for business owners. Our job is to help you overcome it. Not only does this involve deciding on the right model and the right candidate(s), it’s also a question of finding suitable solutions for knowledge sharing and financing. And, above all, it means early planning.
How we support you:
- Succession planning, ownership strategy and family constitution
- Strategy, differentiation and financing
- Factors impacting taxes
- Legal protection
- Company valuation and transfer
- Emergencies, provision and assets
Family office
A sustainable solution for managing, protecting and increasing your family’s assets in the long term
Over the last few years, not only has the number of family offices increased, 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 a focus on a lasting legacy.
How we support you:
- Establishing a family office
- Protecting family assets and asset planning
- Spreading investment risk
- Governance of family assets
ESG
Using ESG to create value: criteria and implementation
ESG stands for operational standards in environmental, social and governance matters. More and more stakeholders now require transparency and sustainability, and are looking for information that goes beyond a company’s financial reporting. They expect family businesses to take responsibility by recognising the ecological and social consequences of their business model and adapting it to the requirements of sustainable development.
How we support you:
- ESG strategy
- Sustainable financing
- Sustainable diversity and inclusion management
- ESG risks
- ESG reporting
Family Governance: Book a free location analysis
As the owner of a family business, securing the future is crucial for you as well as being an emotional undertaking. Unfortunately, only one in four family businesses has implemented family governance instruments. We would be happy to discuss the implications of this key issue with you. We can show you why an ownership strategy is so important and what you need to do to create one. It’s never too early to secure your future. Arrange a meeting now without obligation.
What our customers say
"PwC helped us as an external third party to bring all those involved to the table and to create clarity regarding who wants or doesn't want what. This discussion within the family was both difficult and beneficial at the same time."
"As an external Chairman of the Board of Directors, I really appreciate it when an owner family fully engages with family governance issues. The support from PwC was one very practical example of the value of doing so."
"PwC assisted us with drafting our family constitution. The collaboration was a professional mixture of sensibility, expertise and passion for family companies."
NextGen & YoungLeaders Club
The network for young managers
Within the framework of this exclusive platform, young and aspiring entrepreneurs meet in a relaxed and informal atmosphere. It’s a place where they can exchange ideas, enjoy a shared experience and expand their entrepreneurial network. The PwC NextGen & YoungLeaders Club has over 100 members from family businesses.
The benefits for you:
- Four times a year, we invite you to one of our events
- As a newcomer, you benefit from all those who’ve already gained experience in family businesses
- An opportunity to hold discussions in a relaxed atmosphere
- Take part in our worldwide network’s further training programme
- Make new contacts and expand your network
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This is what we do
We support you in your region
At 13 locations all over Switzerland and one location in Lichtenstein, we combine local, national and global know-how to your advantage.
Gerhard Siegrist
Partner, Wirtschaftsprüfung, Leiter Geschäftsstelle Aarau, Aarau, PwC Switzerland
+41 58 792 26 10
Thomas Brüderlin
Partner Assurance, Leader Family Business & Middle Market, Basel, PwC Switzerland
+41 58 792 55 79
Roman Leimer
Marc Secretan
Gil Walser
Louis Macchi
Patrick Züchner
Regional Business Development Leader Family Business & Middle Market Central, PwC Switzerland
+41 58 792 17 68
François Burgat
Director Assurance, Leader Family Business & Middle Market, Sion, PwC Switzerland
+41 58 792 82 13
Martin Knöpfel
Director Assurance, Leader Family Business & Middle Market, St. Gallen, PwC Switzerland
+41 58 792 73 74
Pascal Wintermantel
Director Assurance, Leader Family Business & Middle Market, Zug, PwC Switzerland
+41 58 792 68 05
Jürg Niederbacher
Contact us
https://pages.pwc.ch/core-contact-page?form_id=7014I0000006qTuQAI&embed=true&lang=en
Contact us
Norbert Kühnis
Partner and Leader Family Business & SMEs, PwC Switzerland
Tel: +41 58 792 63 63
