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Family Office Stories

PwC Switzerland
Prime Central London
KYC
Private Trust Company
Private Foundations
Trusts
Family Office
Artificial Intelligence
London
Impact Measurement
Switzerland
Social Impact
Governance
Wealth Transfer
Stamp Duty
Non-Doms
Refurbishment
Private Markets
FINMA

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 mor... more

PublishesMonthlyEpisodes30Founded6 years ago
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ManagementBusinessEntrepreneurship

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Artwork for Family Office Stories

Latest Episodes

Key topics we discuss include:

• What trusts are — and why families use them today: how the focus has shifted towards succession and asset protection

• Private trust companies (PTCs): how they help families retain influence while separating legal... more

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Key topics we discuss include:

• The practical barriers to private market investing: why information gaps, network-driven access and ongoing administration continue to challenge lean family office teams.

• Funds versus deal-by-deal investing: the... more

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Key topics we discuss include:

• “KYC is not just KYC”: why family offices need a joined‑up view that goes beyond AML and source of wealth to include reputational risk, sanctions exposure, PEP relationships and adverse media—and how these factors c... more

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In this episode of our Family Office Podcast, Lisa Cornwell speaks with Hugh Obbard, founder of London-based advisory firm Obbard, which has helped global families navigate Prime Central London real estate for more than 30 years – a market that has l... more

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Founders
FoundersDavid Senra

Recent Guests

Andrew McCollum
Rawlinson & Hunter (Switzerland)
Episode: Private trust companies: How families structure control, succession and governance
Samuel Hieber
Founder of Aquanox Capital
Aquanox Capital
Episode: Pre-IPO investing: How family offices stay selective in private markets
Edward Kaptan
KYC services for private clients at PwC Switzerland
PwC Switzerland
Episode: Information is key: Why KYC is becoming a strategic advantage for family offices
Hugh Obbard
Founder (or lead) at Obbard
Obbard
Episode: Prime Central London: Where global trends meet property opportunities
Danielle Valkner
Leads the Family Office Practice in the US
PwC
Episode: Family Office: US family office trends shaping 2026
Diego Estrada
Management consultant with PwC specializing in helping private foundations maximize social impact
PwC
Episode: Family Office: Maximising social impact in private foundations
Gilles Erulin
Founder of WMC; former executive at the Pinault family office
WMC / Former Pinault family office team
Episode: Family Office: Insights on transitions within family offices

Host

Lisa Cornwell
Host of the podcast episodes focusing on family office governance, strategy, and wealth management.

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Talking Points

Recent interactions between the hosts and their guests.

Family Office: Maximising social impact in private foundations
Q: Why is Switzerland appealing as a jurisdiction for private foundations?
Switzerland combines a strong international development ecosystem, access to top talent, a supportive legal framework, and ongoing innovation in the philanthropic space, making it attractive for foundations to operate and scale impact.
Information is key: Why KYC is becoming a strategic advantage for family offices
Q: How will technology change KYC in the next 5-10 years?
Automation and AI will streamline data gathering and initial screening, but human judgment will remain essential to connect dots and verify information, especially in hard-to-track territories.
Information is key: Why KYC is becoming a strategic advantage for family offices
Q: What should family offices do to prepare for due diligence?
Collect verifiable information across sources, document historical wealth, understand fund flows, and be ready to explain the entire wealth creation story from inception to present.
Information is key: Why KYC is becoming a strategic advantage for family offices
Q: Why is KYC becoming a strategic advantage for family offices?
Because it goes beyond compliance to reveal the full wealth history, asset structure, and potential risks, enabling better governance, succession planning, and trust with stakeholders.
Pre-IPO investing: How family offices stay selective in private markets
Q: How does a deal-by-deal approach compare to traditional fund investments for family offices?
Deal-by-deal lets investors choose each opportunity, reduces exposure to long-dated capital commitments, and enables co-investment alongside experienced professionals, while still allowing access to later-stage, lower-risk opportunities with a proven business model.

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Frequently Asked Questions About Family Office Stories

What is Family Office Stories about and what kind of topics does it cover?

This show centers on how family offices manage complex wealth across generations, with emphasis on governance, investment strategy, philanthropy, and跨-border considerations. Recent episodes explore private markets access, KYC as a strategic tool, prime Central London property dynamics, and evolving US family office trends—highlighting professionalization, technology adoption, governance rigor, and value-aligned investing. Notable angles include deal-by-deal exposure vs blind pools, cross-border structures, and how younger generations are driving demand for transparency, education, and more active participation in investment decisions. The format consistently brings expert practitioners from large professional services and advisory firms, pl... more

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Family Office Stories launched 6 years ago and published 30 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Family Office Stories?

Recent guests on Family Office Stories include:

1. Andrew McCollum
2. Samuel Hieber
3. Edward Kaptan
4. Hugh Obbard
5. Danielle Valkner
6. Diego Estrada
7. Gilles Erulin

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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