Family Office: US family office trends shaping 2026

from Family Business Stories · host PwC Switzerland

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.

What this episode covers

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.

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Family Office: US family office trends shaping 2026

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Frequently Asked Questions

How long is this episode of Family Business Stories?

This episode is 15 minutes long.

When was this Family Business Stories episode published?

This episode was published on January 16, 2026.

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