EY Family Business Services

Overview

EY presents the offering as “Family Enterprise Business Services,” supporting business-owning families, family enterprise businesses and family business holding companies. Its work addresses business growth, company capitalization, generational transition and shareholder liquidity.¹²

The service combines planning and implementation across growth strategy, capital strategy, generational transition and shareholder liquidity.¹

History

EY says its family enterprise professionals draw on more than 100 years of experience supporting entrepreneurial families.³

The broader EY Family Enterprise platform includes the EY NextGen Academy, EY NextGen Network and EY NextGen Forum.⁴

Leadership

Catherine Fankhauser is Partner and Practice Leader for Family Enterprise Business Services and Family Office Advisory Services at Ernst & Young LLP.⁵

Brock Griffiths is EY Americas Family Enterprise Leader and a partner with Ernst & Young LLP.⁶

James Bly is US EY Private Family Enterprise Business Services Managing Director. Gene Peck is US EY Private National Tax Family Enterprise Business Services Managing Director.¹

Services

EY supports families with growth planning, company capitalization, capital strategy, generational transition and shareholder liquidity. The firm also provides implementation support as families put those plans into operation.¹

EY’s related Family Office Advisory Services support strategic priorities, governance, technology, risk reviews and operating-model development for family offices.⁷

What the firm offers

• Family governance and education

Client Focus

The practice works with business-owning families, family enterprise businesses and family business holding companies. Its services support enterprise growth and continuity across generations.²

Approach

EY describes an integrated, multidisciplinary approach built around its Family Enterprise DNA Model. The model addresses family cohesion, business growth and long-term wealth preservation as connected priorities.⁸

FAQs

Related resources

• LocationMultifamily offices in Dallas

  The Dallas multifamily offices page gives a regional reference point for families considering advisers in a major business center. It can help an owner compare how local firms address family governance, education, succession concerns, and growth across generations when reviewing EY Family Enterprise Business Services.

• GuideMultifamily office services

  The multifamily office services page outlines the types of support a family may seek as business and family needs change. Use it to distinguish governance and education work from investment management, tax, or administrative services, then assess whether EY's stated focus fits your family enterprise priorities.

• GuideHow to choose a multifamily office

  The guide on choosing a multifamily office offers questions for assessing adviser fit, experience, communication, and scope. A family reviewing EY can apply those points to its own ownership structure, leadership plans, educational needs, and goals for sustaining a larger business across generations.

• GuideMultifamily office fees

  The fees page explains common ways multifamily office work may be priced and what can affect total cost. Families considering governance and education advice can use it to prepare budget questions, clarify which services are included, and compare fee structures before engaging a firm such as EY.

• Similar firmsAcropolis Capital Partners
  Autumn Lane Advisors, LLC
  Exaudi Family Business Consulting

  Profiles of Acropolis Capital Partners, Autumn Lane Advisors, LLC, and Exaudi Family Business Consulting provide other examples of firms serving family and business owners. Reading them can help a prospective client compare approaches to governance, education, continuity planning, and family enterprise support alongside EY's described services.

Sources

1. EY Family Enterprise Business Services
2. EY Family Enterprise Business Services brochure
3. EY Family Enterprise
4. EY Family Enterprise
5. Catherine Fankhauser
6. Brock Griffiths
7. EY Family Office Advisory Services
8. EY Family Enterprise DNA Model

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.