Family Office: Real estate investments

In this episode of our Family Office Podcast, we talk to Anita Mikkonen, partner and head of PwC Switzerland’s real estate tax and legal practice, and explore the opportunities for family offices to invest in Swiss real estate. She talks about real estate as a popular investment for family offices, focusing on Swiss property. She gives insight into listed real estate investment companies, investment funds and tokenised real estate structures that enable even foreign investors to benefit from residential real estate assets in Switzerland. The conversation takes in the pros and cons for real estate investment vehicles and points out ESG, sustainability and energy considerations that have to be taken into account when buying property.

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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.