Family Enterprise Business Services

EY Family Enterprise Business Services support enterprising families in their quest to grow larger, more valuable businesses that will last. 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.

What EY can do for you

As a family business owner, you naturally want to take your company to the next level. But your path to growth and challenges are unique and more complicated due to accelerating change and competition. External investors don’t drive your decisions, but a broadening base of family owners and your collective needs, cultures and values do.

The operating business typically generates most of the family’s wealth and income. That means you have even more at stake. You want your business to survive and prosper, professionalize performance and maintain your ideals. Your employees, local economy and community depend on your success, and so does your family.

Family Enterprise Business Services

You need professionals who understand these distinct pressures, as well as the macroeconomic and industry forces that could disrupt your business or plans for the future. EY Family Enterprise Business Services are designed to support enterprising multigenerational families grow larger, more valuable businesses that will last for generations to come.

An integrated approach

EY Family Enterprise Business Services comprise a team of family business advisors who are passionate about the important purpose, role and value that business-owning families bring to our economy and society. We understand that cultivating larger, more valuable businesses while preparing the next generation for ownership is challenging. And balancing the capital needs of a growing business with the periodic liquidity needs of your shareholders must also be considered. Paramount, however, is the need for fostering stewardship to create an enduring, long-term legacy.

We support business-owning families to tackle these questions and more:

  • Is our business growth strategy keeping pace with customer demands and competitive forces?
  • Do we have sufficient capital to fund current operations and propel future growth?
  • How do we engage the next generation and prepare them to take ownership?
  • Have we evaluated the advantages, risks and costs of our shareholder liquidity plan?

Our multidisciplinary team can advise you in creating and executing the strategies necessary to prosper as an enterprising family. It starts with an integrated approach across four key competencies: business growth, company capitalization, generational transition and shareholder liquidity.

You have options. We can work with you to assess and design internal and external alternatives to provide liquidity mechanisms in the context of your objectives and priorities. We employ a range of customized tools and methodologies to evaluate the requirements, risks and costs of each option.

No matter where you are on your journey, our multidisciplinary team can support you on executing the strategies successful multigenerational families need to bypass disruption, achieve long-term growth and have successful generational transitions.


Family Office Advisory Services

EY Family Office Family 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.

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

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

How your shareholder liquidity strategy can be made future-proof

Meeting the liquidity needs of the family and the business is a balancing act that can help continue growing the enterprise. Read more.

Preparing the family business wealth transition plan

Wealth transition plans are essential for family businesses. Learn more about the core strategies for updating your company’s wealth transition plan.

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How family businesses can plan their company capitalization strategy

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How family businesses can cultivate resilient growth

Family businesses are in a new economic environment that requires rethinking business strategy to deliver ongoing growth and profitability. Read more.

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How parallel governance can guide generational transition

Clear communication and strategy between the family and the business creates capable shareholders alongside a sustainable enterprise. Read 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.

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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.

10 tips for preserving and growing personal wealth

Navigate your financial future with an eye toward wealth preservation, business and asset protection, and legacy enhancement. Read more.



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