EPISODE · Sep 11, 2026 · 14 MIN
From data to decisions: How family offices get reporting right
from Family Business Stories · host PwC Switzerland
Key topics we discuss include: • Why understanding the principal's objectives is the starting point for effective reporting • The importance of transparency and visibility over costs, spending and net worth • Common challenges in collecting and consolidating data across banks, private equity investments and real estate holdings • How often family offices should report and why different reporting frequencies serve different purposes • The risks of maintaining multiple versions of reports for different stakeholders • Whether technology, data consolidation platforms and AI can help improve reporting quality and decision-making
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What this episode covers
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.
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From data to decisions: How family offices get reporting right
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