EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Limited, each of which is a separate legal entity. Ernst & Young Limited is a Swiss company with registered seats in Switzerland providing services to clients in Switzerland.
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How can entrepreneurial families turn a business exit into a lasting family legacy?
The Family Barometer 2026, developed jointly by Julius Baer and EY, explores how entrepreneurial families prepare for business exits, navigate ownership transitions and preserve family unity, wealth and legacy across generations.
Findings from the study:
- Why are most entrepreneurial families not fully prepared for a business exit?
- What most commonly prompts families to consider selling or transferring a business?
- Why do attractive exit opportunities often fail due to family misalignment?
- What role do governance, succession planning and tax considerations play in successful transitions?
- How can families preserve wealth, legacy and family unity after a liquidity event?
Authors:
Roger Stutz,
Julius Baer & Thomas Fisler,
EY Switzerland
Publication:
Oct 2026
Language:
English
Number of pages:
22
Document type:
Study
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