EY Family Enterprise Forums

These complimentary events – hosted locally for family enterprise C-suite executives and accounting and finance teams – provide ideas and insights to navigate the future through addressing trends, current topics, potential opportunities and the unique challenges facing family enterprises.


EY Family Enterprise Forum Calendar

Please request an invitation above to receive information about our forums.
  • Los Angeles, Dec. 5
  • Houston, Dec. 10
  • Dallas, Dec. 11
Business man holding light bulbs, ideas of new ideas with innovative technology and creativity

Our latest thinking

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 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.

24m 1s

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.

1h

How family businesses can plan their company capitalization strategy

Planning for the capital needs of a family enterprise requires balancing business growth objectives with stakeholder liquidity expectations. Read more.

Gene Peck + 1

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 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.

James Bly + 1

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.

James Bly + 1