Family Office

The Family Office sits at the center of owners, family and the businesses and investments they own. It works with the family on its vision and legacy, leadership, ownership and wealth transition. We support families and their family office teams to protect, grow and improve in the areas of strategy and design, governance, risk management, and technology and reporting.


What EY can do for you

Family offices are complex organizations that require deep knowledge — not just of investment variables, but also a host of other factors. As trusted advisors to ambitious business-owning families, including more than 90% of the world’s top 500 family enterprises, EY teams have the experience and know-how to help the entire family enterprise — families, their family business and their family office — pursue growth opportunities while preserving values and building the family legacy.

Drawing from more than 100 years of experience supporting the world’s most entrepreneurial families, EY Family Enterprise professionals are experienced in pinpointing and helping to optimize the drivers that impact family businesses’ growth and longevity, preserve wealth and culture, and solidify multigenerational legacies.

Why set up a family office?

A family office supports the family vision and legacy, ownership transitions, leadership transitions and successful wealth transitions. The benefits include privacy and confidentiality as the family office is the sole entity that keeps all information for all family members, covering the entire portfolio of assets, activities, tax and general personal information. Other advantages include transparent governance and management structure, alignment of interests, potential higher returns, and improved risk management.


EY Single Family Office Study

Find out how 250 single family offices across the world perceive their own capabilities and what they are doing to future-proof their operations in a high-pressure and constantly changing world.

 

Discover more

Male and female entrepreneurs working in creative office

Request a copy of the EY 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.

EY FO guide

Our latest thinking

2023 Family Business Index

2023 EY and University of St.Gallen Family Business Index ranks the world’s largest family enterprises. Read more.

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Private capital markets have been outperforming equities, offering investors opportunities of higher yields and portfolio diversification. Learn more.

How to secure your legacy with a family office

Successful family offices seek to grow and preserve wealth as well as address issues of succession, governance and taxes.

How the world’s largest family businesses are proving their resilience

The 2021 EY and University of St. Gallen Family Business Index tracks the world’s largest family enterprises. Read the key insights.

Helping the next generation sustain an entrepreneurial spirit

The Rigby Group brought EY teams on board to optimize their “buy and build” strategy and expand their global leadership in technology. Learn more.


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