EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.
Select your location
Local sites
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.
Join us
Learn how family enterprises can be taken to the next level. Forums also offer CPE credit.
Our latest thinking
The value creation advantage: boosting cash flow in family offices
Discover how family offices can unlock additional cash flow through targeted value creation without disrupting their investment strategies. Read more.
25 Mar 2025
Robert (Bobby) Stover, Jr.
Understanding the value (and values) of Gen Z
Key strategies family enterprises can implement to connect with Gen Z for long-term success. Read more.
25 Mar 2025
Robert (Bobby) Stover, Jr.
How the world’s 500 largest family businesses build and sustain value
The 2025 EY and University of St.Gallen Global 500 Family Business Index ranks the world’s largest family businesses. Read more.
12 Mar 2025
Lauri Oinaala
How an advanced materials player successfully enters new markets
SAES transformed its high vacuum business and grew revenues by 300% with the support of EY. Now they’re taking on the cosmetics space. Learn more.
06 Feb 2025
How strong capital planning helps protect a family business’s legacy
Family enterprises need a structured capital strategy to address the various needs of the business and shareholders. Learn more.
07 Jan 2025
Gene Peck
How family businesses can build a resilient shareholder liquidity plan
Discover how to strategically balance the short- and long-term capital needs of your family-owned business and the growing liquidity needs of your owners.
28 Oct 2024
Sean Aylward
Why the family office of the future needs refreshed operating models
Tech and talent need highlight opportunities for family offices to evolve, Wharton Global Family Alliance survey shows. Here are actions to take today.
30 Sep 2024
Robert (Bobby) Stover, Jr.
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.
16 Sep 2024
Robert (Bobby) Stover, Jr.
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.
08 May 2024
Catherine Fankhauser
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.
03 May 2024
Sean Aylward
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.
28 Mar 2024
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.
12 Feb 2024
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.
07 Feb 2024
Gene Peck
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.
06 Feb 2024
Catherine Fankhauser
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.
05 Feb 2024
James Bly
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.
30 Jan 2024
Robert (Bobby) Stover, Jr.
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.
19 Jan 2024
James Bly
How EY can help
-
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 -
Family Office Advisory Services offer domestic and cross-border tax services to high net worth individuals and families.
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 -
Our 7 Drivers of Growth framework can help your business successfully execute your growth strategy over the long term. Find out how.
Read more