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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 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.
13 Oct 2023
Gio Maso
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.
01 Jan 2023
Robert (Bobby) Stover, Jr.
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.
26 Jul 2022
EY Global
Private market feels ESG pressure
Private companies should consider ESG as a value driver and opportunity for competitive advantage.
13 Jul 2022
Anthony Sgammato
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.
11 May 2022
EY Global
Why family offices are playing in PE’s sandbox
We discuss why a family office can be a compelling alternative to PE investment and reveal what companies should know before engaging with a family office.
22 Nov 2021
25m
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.
Read more -
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.
Read more -
Our private client tax services team can help you maintain your business and personal goals while achieving full reporting compliance. Learn more.
Read more
The team
Robert (Bobby) Stover, Jr.
EY Americas Family Enterprise and Family Office Leader
Leader and advisor in supporting family enterprises to achieve their ambition and secure their family legacy for generations. Regular instructor and speaker on topics relevant to family enterprises.
Dallas, USA
Catherine Fankhauser
Partner, Family Office Advisory Services, Ernst & Young LLP
Passionate about working with family offices to navigate organizational change. Third generation of a private family business. Girl mom and enthusiastic cook.
Dallas, USA
Paul McKibbin
Americas EY Private Family Office Advisory Services Managing Director
Committed to understanding and influencing the ever-changing information architecture of the family office. Putting technology to work to visualize and manage the legacy of the family into the future.
Philadelphia, USA
