Family enterprise

Unlocking ambition in family-owned enterprises from one generation to the next.

EY NextGen

EY NextGen is a global leadership platform built on three pillars: EY NextGen Academy,  EY NextGen Network and  EY NextGen Forum.


EY Family Enterprise DNA model

The EY approach to working with family enterprises is anchored in our EY Family Enterprise DNA Model. The Model, which supports both the personal and business performance agendas of family enterprise leaders, is based on success factors that facilitate family cohesion, business growth and long-term wealth preservation in a family enterprise.


EY Americas 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.



Our latest thinking

Tax planning 2025 amid legislative uncertainty

This podcast episode explores tax considerations from a legislative standpoint, focusing on Tax Cuts and Jobs Act developments. Tune in to learn more.

57m 25s

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.

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.

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.

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.

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.

Gene Peck + 1

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.

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.

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 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

How family offices can broaden their risk mindset in a volatile time

Leaders are focused on financial risk but are overlooking ways to gain agility and confidence before the next crisis. Here are nine steps to consider.

How to manage risks and protect family offices

Single family offices should implement a risk framework and management system to recognize potential areas of concern. Learn more.

10 tips for preserving and growing personal wealth

Navigate your financial future with an eye toward wealth preservation, business and asset protection, and legacy enhancement. Read more.


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