Family Business Stories

Author: PwC Switzerland

Swiss family businesses have a responsibility towards the family as well as the company. Our family business 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.
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Language: en

Genres: Business, Entrepreneurship, Management

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Family Office: US family office trends shaping 2026
Episode 26
Friday, 16 January, 2026

In this episode of our Family Office Podcast, Lisa Cornwell chats with Danielle Valkner, who heads our US family office practice and guides some of the world's most influential families.They explore how US family offices are evolving—transforming into efficient, business-like entities by integrating the right talent, processes, controls, and technology. The discussion delves into what it means to use AI responsibly, moves onto governance and engaging the next generation and touches on investment trends being seen in the Family Office space.