Family offices face challenges that distinguish them from other entities — challenges that, if not addressed, can reduce family wealth, jeopardize family unity or derail the family’s legacy.
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EY Family Office Advisory Services provide a holistic approach to your legacy preservation. Whether you are creating a new family office, separating an office from the family business or enhancing an existing office, it is important to ask how you are securing your family’s financial future and legacy for the next and future generations. We deliver seamless advice and service through all phases of development and execution. And we do so with an emphasis on long-term sustainability and legacy preservation.
EY Family Office Advisory Services focus on areas that, if addressed effectively, support and elevate your office to help achieve the goals and objectives of the family and the family office towards long-term success. This integrated approach enables us to uncover hidden opportunities and risks that might have been missed if we were to assess each area separately.
We fully understand that no two family offices are alike. Specific family considerations drive decisions and the way forward. Our job is to support the legacy of your family office through our customized research, reports and analytics. We focus on the following areas to support you in identifying key challenges, defining and implementing processes for improvement, and charting a path to future family success and sustainability.
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We have examined global family offices to understand what makes them successful in the long term. We can support the building of a family office with a holistic view of the family, as well as strategic, operational, regulatory and tax aspects, to support the family members’ move toward their long-term legacy. Specifically, we work with you to shape the policies, procedures and business plans for the operation. As family wealth increases and business needs become more complex, we can guide you in the transformation of the office into a dynamic, full-service company. Our professionals take you through all the phases — evaluation, design and innovation and implementation — and provide program management as you move forward in your evolution. Learn more
