EY at the 57th Annual Heckerling Institute on Estate Planning

We work with family-owned, privately held businesses and individuals to support successful generational and wealth transitions.

EY Family Enterprise Business Services is designed to help enterprising families grow larger, more valuable businesses that will last. 

Family offices face challenges that distinguish them from other entities — challenges that, if not addressed, can reduce wealth, jeopardize family unity or derail the family’s legacy.

FTEAS is a national practice preparing fiduciary/court accountings for banks, trust companies, law firms, family offices and professional and individual trustees and executors across the country.

Fiduciary tax and information reporting compliance obligations are significant — and growing in complexity. Our team provides trust tax and information reporting compliance services for organizations that use a trust accounting platform.

We provide advisory and valuation support to family offices, estates and trusts with regard to succession planning, tax planning, and estate and gift tax filings.