Family offices

Supporting family wealth

The role of family offices today

How wealthy families manage their affairs and control their wealth is changing. Increasing complexity, more public scrutiny and new regulations are just some of the reasons why many are turning to family offices to help them build a lasting legacy. Since every family has its own unique set of needs, there are as many types of family offices as there are families. Some provide basic administrative support while others oversee asset management or run the family’s daily affairs.

Our Family Office team is proud to work with family offices across the globe helping them preserve and then grow the wealth for current and future generations.

What is a family office? | Duration 02:24


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What family offices do

Families face constant change in their business and personal lives. Family offices are evolving to meet those needs:

  • Protecting family wealth - by ensuring it is structured appropriately from both a legal and regulatory perspective
  • Spreading investment risk - by diversifying family wealth
  • Improving family communication - by enabling debate within the family on a broad range of topics from values and purpose to key investment decisions
  • Coherent governance over the family’s wealth - by establishing proper processes to manage the assets
  • Managing the personal affairs of family members - by providing personal financial management and preserving their privacy
  • Better decision making - by having a clearly defined ownership strategy and objectives with aligned tax, accountancy and wealth management reporting
  • Helping the next generation prepare for succession - by supporting the education and development of family members
  • Administration - through trust administration, real estate services, document management and recordkeeping, expense management and bookkeeping


Our interview with Simon Foster, CEO of TY Danjuma Family Office, showcases one family's journey as they set up their family offices.



Helping you take the next step

Tailored to your family's needs we can help you build a family office that works for you by bringing together the components seamlessly to improve efficiency and the quality of management information, reduce complexity and increase the family’s confidence in their personal affairs.

Setting up the family office to provide professional services and management of many business and personal needs requires strategic planning and design.

With decades of experience, we can help prepare you for each step of the way – from assessment and visioning to work plans and implementation. Together, we can help you design a strategy to manage the complexity that comes with a handling a family’s affairs.

Is a family office right for you? Listen to this webcast hosted by Family Business Magazine to learn more about the various considerations when making a decision on establishing a family office.

Whether you are a Single Family Office, Multi Family Office, embedded family office - we can offer our full suite of advisory services from tax and accounting to treasury, deals and legal support.

Our global network is ready to help you enter new territories, identify new investment opportunities, streamline your processes and manage your risks.

Operating a single family office can be costly. Exploiting cloud technology and economies of scale, our team can work with you and your family to develop your own bespoke virtual office.

Along with access to our global network of independent advisors, our digital platform will help you account for, protect and manage your family’s assets.

Family offices are private. Owners and staff frequently aren’t aware of risks they face or how other family offices operate.

We can work with you to perform a holistic diagnostic that reviews strategic planning, services provided, processes and controls, technology and family and office governance. Our recommendations can support your family’s legacy, improving efficiency and reducing the family’s risk.


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Contact us

Dr. Peter Bartels

Dr. Peter Bartels

Global Entrepreneurial & Private Business Leader, Partner, PwC Germany

Tel: +49 40 6378-2170

Brittney Saks

Brittney Saks

Global Leader, UHNWI Private Wealth, PwC United States

Tel: +1 (773) 610 0189

Peter Englisch

Peter Englisch

Global Family Business and EMEA Entrepreneurial and Private Business Leader, Partner, PwC Germany

Tel: +49 201 438 1812