Family Office Advisory Services

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

What EY can do for you

EY Family Office Advisory Services provide a holistic approach to your legacy preservation. Whether you are creating a new family office, separating an office from the family business or enhancing an existing office, it is important to ask how you are securing your family’s financial future and legacy for the next and future generations. We deliver seamless advice and service through all phases of development and execution. And we do so with an emphasis on long-term sustainability and legacy preservation.

Understanding your needs

EY Family Office Advisory Services focus on areas that, if addressed effectively, support and elevate your office to help achieve the goals and objectives of the family and the family office towards long-term success. This integrated approach enables us to uncover hidden opportunities and risks that might have been missed if we were to assess each area separately.

We fully understand that no two family offices are alike. Specific family considerations drive decisions and the way forward. Our job is to support the legacy of your family office through our customized research, reports and analytics. We focus on the following areas to support you in identifying key challenges, defining and implementing processes for improvement, and charting a path to future family success and sustainability.

EY foas overall graphics

Why choose EY Family Office Advisory Services?

Our Family Office Advisory Services practice professionals have the depth of skills, knowledge and experience to bring a high level of quality in support of our clients. Leading practices guide our work, including a defined control environment, regular and recurring risk assessment, and dual controls to maintain quality.

We are recognized as a trusted advisor to the world’s largest family businesses. The EY organization serves 93% of the world’s top 500 family businesses and has helped enable families to succeed for generations during the last 100 years.

Family Enterprise Business Services

Leveraging our proprietary methodologies and using our holistic approach to protect, grow and improve your family enterprise, we can work with you to develop and implement a plan for growth, capital strategy, generational transition and shareholder liquidity.

EY Americas Family Office Guide

Family offices are complex organizations that require deep knowledge. This guide provides leading practices for setting up and running successful family offices.


Our latest thinking

How family businesses can prepare for cybersecurity threats

Family businesses are attractive targets for cybercriminals. Learn more about proactive measures that family businesses can take against cyber attacks.


How a family office can support family needs

From wealth management to succession planning, embedded and single family offices can strategically coordinate needed services. Read more.

How family offices can maximize the upside of tech and minimize risk

A recent Wharton survey highlights fears in this fast-evolving era. Cybersecurity is vital — but it must be a facet of a broader strategy. Learn more.

Seven capital planning questions for family businesses

In a tough capital-raising environment, family enterprises are revising their approach to budgeting, forecasting and financial decisions. Read more.

James Bly + 1

How family offices can broaden their risk mindset in a volatile time

Leaders are focused on financial risk but are overlooking ways to gain agility and confidence before the next crisis. Here are nine steps to consider.

Gio Maso + 1

How to manage risks and protect family offices

Single family offices should implement a risk framework and management system to recognize potential areas of concern. Learn more.

Top four wealth planning considerations for high net worth individuals

A changing financial landscape and a global pandemic have led wealthy individuals to review succession, purpose, tax and global mobility. Learn more.

Private market feels ESG pressure

Private companies should consider ESG as a value driver and opportunity for competitive advantage.

    Download Worldwide Estate and Inheritance Tax Guide PDF

    New insights

    Family Business magazine, “The Single Family Office” with Bobby Stover

    Family Business magazine, “What is a Family Office?” with Bobby Stover

    Family Business magazine, “The Multi-Family Office” with Fred Gluckman

    Family Business magazine, “The Embedded Family Office” with Catherine Fankhauser

    Contact us
    Like what you’ve seen? Get in touch to learn more.