EY

EY is one of the four largest professional services firms globally, operating across assurance, consulting, strategy, tax, and transactions. For family offices and private wealth clients, the relevant offering sits under the EY Private banner, which addresses the needs of privately held businesses and their owners, including support for expanding, transforming, integrating, governing, and financing business interests. Family offices evaluating EY are typically looking for a firm that can coordinate complex, multi-jurisdictional tax, structuring, and governance questions that specialist boutiques cannot handle at scale.

The firm's service footprint relevant to private wealth includes:

• Tax compliance, planning, and cross-border structuring
• Assurance and audit services for family-controlled entities
• Transactions advisory and corporate finance through EY-Parthenon
• Governance and regulatory advisory for private business owners
• Sustainability and ESG reporting for families with impact mandates

EY operates in over 150 countries with more than 700 offices, which means it can coordinate advice across the jurisdictions where complex family structures typically sit. Its AI platform, EY.ai, is described as a firm-wide initiative to bring technology-augmented services to clients, though the specific application to family office workflows is not detailed on the public site.

The trade-off for a family office choosing EY is clear: the firm's scale delivers geographic reach and multidisciplinary depth that few advisors match, but engagements are typically project- or retainer-based at large-firm pricing. Families seeking a dedicated, relationship-driven family office specialist with deep day-to-day operational involvement will likely find EY better suited as a coordinating advisor on defined mandates than as a primary ongoing operational partner. Pricing is not disclosed publicly.

• Cross-border tax planning and compliance for family-owned structures
• Assurance and audit for privately held and family-controlled entities
• Transactions advisory and corporate finance for family business events
• Governance and regulatory advisory for private business owners
• ESG and sustainability reporting
• Strategic consulting for private business growth and transformation

• EY Private division targeting privately held businesses and owners
• EY-Parthenon strategy and transactions advisory
• Four integrated service lines: Assurance, Consulting, Strategy and Transactions, Tax
• EY.ai AI platform applied across service lines
• Managed services for non-core business-critical activities
• Sustainability and ESG advisory services
• Legal services reducing gap between business and legal counsel
• Global network of over 700 offices in 150+ countries

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals.