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Family enterprise / Family office
EY Family Office — Partnering with Families for Lasting Legacy Across Generations.
Our Services
- Family Governance
- Enduring Succession of Family Enterprises
- Wealth Preservation and Legacy Planning
- Tax Advisory and Compliance
We help families establish robust governance structures and communication mechanisms to align values, strengthen cohesion, and support the continuity of legacy across generations.
- Development of family charters and transmission of core values
- Design of governance frameworks and family council structures
- Establishment and functional planning of family offices
- Structuring of ownership and legacy transfer mechanisms (e.g., close company, family trust)
- Family philanthropy planning (including charitable trust and foundation)
We provide broad support at critical succession milestones, helping ensure smooth leadership transition and sustained business continuity.
- Structuring and design of succession-related ownership frameworks
- Development of NextGen leadership mindset and learning in finance, taxation, and succession tools
- Structuring of close company frameworks and charter design
- Design of family trust structures
- Executive compensation and incentive planning
- IPO readiness (Pre-IPO planning and ownership restructuring)
We integrate a full scope of succession tools to balance between tax efficiency and family amibition, and safeguarding your wealth across generations.
- Evaluation of legacy strategies and comparison of succession tools
- Succession plans drafting and periodic review
- Living will planning and estate succession arrangements
- Domestic or cross-border trust arrangements
- Risk assessment and asset protection planning for global assets
We provide broad tax planning and compliance services for both family members and family enterprises to effectively manage risk and improve overall tax outcomes.
- Tax health checks and risk assessments for family members
- Tax planning for asset transfers (e.g., gifts and inheritance)
- Cross-border and international tax advisory
- Tax structuring for corporate investments and pre-IPO planning
- Tax compliance services, including income tax, house and land transaction tax, Controlled Foreign Corporation (CFC) reporting, estate and gift tax filings
- Issuance of tax opinions and assistance with administrative remedies
Our latest thinking
How a strong network can drive founder success and investment growth
Julia Gudish Krieger discusses her innovative approach to empowering early-stage companies through a network of investors and founders. Listen now.
33m 27s
How the world’s 500 largest family businesses build and sustain value
The 2025 EY and University of St.Gallen Global 500 Family Business Index ranks the world’s largest family businesses. Read more.
How an advanced materials player successfully enters new markets
SAES transformed its high vacuum business and grew revenues by 300% with the support of EY. Now they’re taking on the cosmetics space. Learn more.
How Baterias Moura enabled success through succession
Family Enterprise case study: How Baterias Moura enabled success through succession. Learn more.
Helping the next generation sustain an entrepreneurial spirit
The Rigby Group brought EY teams on board to optimize their “buy and build” strategy and expand their global leadership in technology. Learn more.
How single family offices are balancing tradition and transformation
As the role of single family offices evolves, how will they manage regulation, risk, technology, governance and strategy? Learn more from our research.
How nextgen decision-makers can meet tomorrow’s challenges
Next generation family enterprise leaders can bring value to the board. Learn more.
How family enterprises are embracing sustainability
Family enterprises play their role in the global sustainability agenda.
How the world’s largest family businesses are proving their resilience
The 2021 EY and University of St. Gallen Family Business Index tracks the world’s largest family enterprises. Read the key insights.
How to secure your legacy with a family office
Successful family offices seek to grow and preserve wealth as well as address issues of succession, governance and taxes.
How an IPO can strengthen family businesses for generations to come
EY Private Perspectives: family businesses should consider opening doors to new sources of capital in order to build a long-lasting legacy.
How EY can help
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We can provide you with the detailed guidance you need to navigate the increasingly complex legal environment of the global economy.
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In response to the increasingly evolving tax regulatory environment, companies are facing more stringent compliance requirements and diversified challenges. With EY’s extensive tax experience, it provides comprehensive and professional services ranging from tax compliance to tax advisory, helping companies streamline their tax management and effectively manage risks.
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