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Family enterprise
Unlocking ambition in family-owned enterprises from one generation to the next.
Family enterprise owners face unique challenges as they balance their ambition to grow with the effort to build the family legacy.
The EY approach to working with family enterprises is anchored in the EY Family Enterprise DNA Model. This model supports both the personal and business performance agendas of family enterprise leaders by pinpointing four key areas of focus to achieve their ambitions: family, values, business and assets. We combine our understanding of these focus areas with decades of experience working as trusted advisors to the world’s most entrepreneurial families to create a framework for guided conversations on topics that matter most to family enterprise owners.
Our experience, authority and global leadership platforms such as EY NextGen support families as they grow from generation to generation.
Our latest thinking
Understanding the implications of the Public Safety Canada additional guidance is essential for S-211 compliance requirements in 2025 and beyond.
07 Feb 2025
Rana Labban
In this issue: Federal and provincial budgets; carpooling could lead to unintended tax consequences; taxpayer’s ignorance of tax rules doesn’t constitute reasonable error
02 May 2024
EY Canada
TaxMatters@EY: Family Wealth Edition – April 2024
In this issue: Important considerations for your registered retirement savings plan (RRSP) as you prepare for retirement
04 Apr 2024
EY Canada
Aligning family and business interests
Align business growth and generational transitions for enduring competitiveness. Discover strategies for multigenerational success in family businesses.
28 Mar 2024
Barkin Sayiner
In this issue: Personal tax filing tips for 2023 T1 returns; Tax Court decision that charitable donations without donative intent do not qualify as gifts for tax purposes
07 Mar 2024
EY Canada
Navigating generational transitions in family businesses through effective governance
Establishing the right governance structure can help family enterprises avoid challenges through transitions. Learn more.
09 Feb 2024
Wesley Isaacs
TaxMatters@EY: Family Wealth Edition – February 2024
In this issue: Tax considerations when planning for the next generation to take over the business.
01 Feb 2024
EY Canada
In this issue: better questions for year-end tax planning; employee travel allowances based on a standardized starting point are taxable
02 Nov 2023
EY Canada
TaxMatters@EY: Family Wealth Edition – October 2023
In this issue: Family Wealth Edition, we provide updates on tax strategies and related topics for preserving family wealth.
05 Oct 2023
EY Canada
TaxMatters@EY – September 2023
In this issue: tax relief for students; FCA case concerning ineligibility for GST/HST new housing rebate due to other names on the title
07 Sep 2023
EY Canada
TaxMatters@EY: Family Wealth Edition – July 2023
In this issue: Different tax treatment of carrying on a business in a TFSA vs. an RRSP/RRIF; how recent changes to RESPs and RDSPs may affect you and your family
06 Jul 2023
EY Canada
In this issue: Taxation of commuting reimbursements and allowances; new OMMITC; TCC found a tenant liable for withholding tax on rent paid to nonresident landlord
01 Jun 2023
EY Canada
In this issue: choose the most suitable instalment payment method for your circumstances; Tax Court decision on alternative assessment challenge
04 May 2023
EY Canada
TaxMatters@EY: Family Wealth Edition – April 2023
In this issue, we discuss the tax treatment of RRSPs when the annuitant passes away
06 Apr 2023
EY Canada
In this issue: tax filing tips and reminders; personal tax deductions and credits; TCC decision on deductibility of employee travel expenses
02 Mar 2023
EY Global
TaxMatters@EY: Family Wealth Edition – February 2023
In this issue, we provide an update on recent developments in the federal government’s initiatives to tackle housing affordability.
02 Feb 2023
EY Canada
In this issue: Year-end tax planning tips; year-end remuneration planning tips; Tax Court decision allowing deduction for employee travel between home and worksites
01 Dec 2022
EY Canada
Four tax questions private companies should ask now
As we close out a year that has been anything but simple, private companies have a lot to consider from a wealth preservation perspective.
09 Nov 2022
EY Canada
Venture capital (VC) may be shifting gears, but Canadian entrepreneurs who focus on building their business and strengthening their networks now will be better positioned to capitalize on a changing market.
28 Oct 2022
Dharmesh Gandhi
TaxMatters@EY: Family Wealth Edition – July 2022
In this inaugural issue of TaxMatters@EY: Family Wealth Edition, we provide updates on tax strategies and related topics for preserving family wealth.
07 Jul 2022
How EY can help
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The EY Family Enterprise DNA Model pinpoints the key areas of focus for family enterprise leaders to achieve their personal and business ambitions.
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Our family office professionals can help you evaluate best practices of leading family offices to support the family’s vision and legacy. Find out more.
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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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Our 7 Drivers of Growth framework can help your business successfully execute your growth strategy over the long term. Find out how.
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