Swiss family businesses have a responsibility towards the family as well as the company. Our family office podcast series is dedicated to a number of key topics that concern family entrepreneurs: family office and asset planning, family governance, owner strategy, values system, succession planning, generational issues, digitalisation, pressure to innovate, shortage of skilled workers and much more.
From data to decisions: How family offices get reporting right
In this episode of our Family Office Stories podcast, we're joined by Murat Orhan, Leader Accounting Services, PwC Switzerland.
Effective reporting is about far more than producing financial statements. In this episode, we explore the role of accounting in family offices and why understanding the needs of principals and stakeholders is essential for building meaningful reporting frameworks. From transparency and governance to data collection, reporting frequency and technology, we discuss the challenges family offices face when turning complex financial information into actionable insights.
11 Aug 2026
Health is wealth: Why family offices are taking a strategic approach to healthcare
In this episode of our Family Office Stories podcast, we're joined by Kevin Büchler, CEO of SIP Medical Family Office, a firm founded in 1997 that has pioneered the concept of a "family office for your health". As families devote increasing attention to preserving health alongside preserving wealth, a new concept is emerging: the medical family office. Kevin explains how healthcare can be managed with the same strategic approach traditionally applied to family governance and wealth management. From medical records management and prevention to navigating complex healthcare systems and longevity planning, we explore how families can take greater ownership of their health and make more informed healthcare decisions across generations including the growing intersection between cognitive health and wealth governance, where loss of capacity can leave family structures unable to make critical decisions.
14 Jul 2026
Private trust companies: How families structure control, succession and governance
In this episode of our Family Office Stories podcast, we're joined by Andrew McCallum, Senior Partner at Rawlinson & Hunter and Chair of STEP Switzerland and Liechtenstein.
In this episode dedicated to private wealth structures, we explore how families approach succession planning and asset protection using trusts, and why private trust companies are gaining traction. From the legal mechanics of trusts and how Switzerland — as a civil law country without its own substantive trust law — administers foreign-law trusts under the Hague Convention to governance, confidentiality and regulatory developments, we explore how families structure influence, manage complexity and navigate an increasingly professionalised trust landscape.
Podcast Authority Score: 29 / 100
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