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EY Americas Family Office guide
How can you build a future that will last for generations? Create a family office to nurture the family legacy.
Access the Guide
Our Americas Family Office guide is a detailed handbook for those planning to set up a family office and also for those looking to set benchmarks of leading practice within their existing family office.
Today, private family capital is larger than private equity and venture capital combined. The increasing concentration of wealth held by very wealthy families and rising globalization are fueling the growth of family offices. There are at least 10,000 single family offices around the world — most of which were set up in the last 15 years.
Family offices are complex organizations that require deep knowledge — not just of investment variables, but also a host of other factors. This guide is a detailed handbook for those planning to set up a family office and also for those looking to set benchmarks of leading practice within their existing family office.
This guide covers:
- Why to set up a family office
- Services a family office should offer
- How to create a business plan and strategy
- Investment process
- Reporting and technology concerns
- Philanthropy
- Family office cost
- Important governance considerations
- Risk management
Our latest thinking
How to prepare heirs for tomorrow’s family business
Future-ready leaders can be fostered through strategic development and diverse experiences.
The value creation advantage: boosting cash flow in family offices
Discover how family offices can unlock additional cash flow through targeted value creation without disrupting their investment strategies. Read more.
Understanding the value (and values) of Gen Z
Key strategies family enterprises can implement to connect with Gen Z for long-term success. Read more.
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 strong capital planning helps protect a family business’s legacy
Family enterprises need a structured capital strategy to address the various needs of the business and shareholders. Learn more.
How family businesses can build a resilient shareholder liquidity plan
Discover how to strategically balance the short- and long-term capital needs of your family-owned business and the growing liquidity needs of your owners.
Why the family office of the future needs refreshed operating models
Tech and talent need highlight opportunities for family offices to evolve, Wharton Global Family Alliance survey shows. Here are actions to take today.
5 megatrends shaping the world: how to stay ahead of the curve
The world is transforming, and megatrends are helping shape it. To thrive in a global economy, family enterprises must be forward-looking and resilient.
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 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.
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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.
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.
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.
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 EY can help
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Family Office Advisory Services offer domestic and cross-border tax services to high net worth individuals and families.
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EY Family Enterprise Business Services is designed to help enterprising families grow larger, more valuable businesses that will last for generations. We can help you develop and implement a plan for growth, generational transition and shareholder liquidity.
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Our private client tax services team can help you maintain your business and personal goals while achieving full reporting compliance. Learn more.
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