Danielle Valkner is a partner with PwC (formerly known as PricewaterhouseCoopers), one of the largest accounting firms in the world. She serves as the private US family office leader out of Chicago, where she works with enterprising families to preserve and grow their legacy and develop strategic plans to realize their goals for the family and their enterprise. Danielle has over 25 years of experience focusing on finance effectiveness, technology, and operations.

In this episode of the Disruptive Successor Show, Jonathan Goldhill interviews Danielle Valkner about the research behind family businesses and the challenges they face. They discuss the importance of digital transformation, the need for strong corporate governance, and the significance of purpose and legacy in family businesses. Danielle shares insights from PwC's biannual survey of family businesses, highlighting the low adoption of digital capabilities and the missed opportunities in governance and philanthropy. She emphasizes the importance of constant innovation and trust-building in family businesses, and the role of professionals in supporting their success.

HIGHLIGHT QUOTES

“Sharing with them that mission and what you're doing, sharing that “why” that we talked about and providing the data around that to your stakeholders, whether that be your customers or your employees is really important.” - Danielle Valkner

“You always have to be investing in innovation and in your people.” - Danielle Valkner

“Our family businesses and our private wealth owners are changing the world when it comes to investing and protecting the environment” - Danielle Valkner

Learn more about Danielle and her works:

• LinkedIn: https://www.linkedin.com/in/danielle-valkner-b2605b1a/
• Website: https://www.pwc.com/

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