Family Office Advisory Services

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data-cmp-data-layer="{"navigation-59e8bb10d3-item-192eb13582":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-19T22:14:30Z","dc:title":"HR Transformation Services ","xdm:linkURL":"/en_us/services/workforce/hr-transformation"}}"> <a href="/en_us/services/workforce/hr-transformation" data-cmp-clickable class="cmp-navigation__item-link">HR Transformation Services </a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-cf4ceba376":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-19T22:15:28Z","dc:title":"Integrated workforce mobility","xdm:linkURL":"/en_us/services/workforce/integrated-workforce-mobility"}}"> <a href="/en_us/services/workforce/integrated-workforce-mobility" data-cmp-clickable class="cmp-navigation__item-link">Integrated workforce mobility</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-fc20c46915":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-19T22:16:31Z","dc:title":"Learning and development consulting","xdm:linkURL":"/en_us/services/workforce/learning-development-advisory"}}"> <a href="/en_us/services/workforce/learning-development-advisory" data-cmp-clickable class="cmp-navigation__item-link">Learning and development consulting</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-42a0d46ed3":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-19T22:17:16Z","dc:title":"Recognition and reward advisory","xdm:linkURL":"/en_us/services/workforce/recognition-reward-advisory"}}"> <a href="/en_us/services/workforce/recognition-reward-advisory" data-cmp-clickable class="cmp-navigation__item-link">Recognition and reward advisory</a> </li> <li class="cmp-navigation__item 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cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-f910c10623":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-19T22:22:43Z","dc:title":"Corporate finance","xdm:linkURL":"/en_us/services/strategy-transactions/corporate-finance"}}"> <a href="/en_us/services/strategy-transactions/corporate-finance" data-cmp-clickable class="cmp-navigation__item-link">Corporate finance</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-1366e667ea":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-19T22:23:44Z","dc:title":"Divestments and carve-outs","xdm:linkURL":"/en_us/services/strategy-transactions/sell-separate"}}"> <a href="/en_us/services/strategy-transactions/sell-separate" data-cmp-clickable class="cmp-navigation__item-link">Divestments and carve-outs</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" 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cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-1efa8f3bd5":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-19T22:24:57Z","dc:title":"Value creation, preservation and recovery","xdm:linkURL":"/en_us/services/strategy-transactions/reshaping-results"}}"> <a href="/en_us/services/strategy-transactions/reshaping-results" data-cmp-clickable class="cmp-navigation__item-link">Value creation, preservation and recovery</a> </li> </ul> </li> <li class="cmp-navigation__item cmp-navigation__item--level-1" data-cmp-data-layer="{"navigation-59e8bb10d3-item-6316baeb49":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-13T15:53:05Z","dc:title":"Assurance","xdm:linkURL":"/en_us/services/assurance"}}"> <a href="/en_us/services/assurance" data-cmp-clickable class="cmp-navigation__item-link">Assurance</a> <ul class="cmp-navigation__group"> <li class="cmp-navigation__item cmp-navigation__item--level-2" 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data-cmp-data-layer="{"navigation-59e8bb10d3-item-0a0b014429":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T01:17:11Z","dc:title":"Private client audit experience","xdm:linkURL":"/en_us/services/assurance/ey-private-audit"}}"> <a href="/en_us/services/assurance/ey-private-audit" data-cmp-clickable class="cmp-navigation__item-link">Private client audit experience</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-d01fdfe881":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-05-08T19:05:44Z","dc:title":"Technology Risk","xdm:linkURL":"/en_us/services/technology-risk"}}"> <a href="/en_us/services/technology-risk" data-cmp-clickable class="cmp-navigation__item-link">Technology Risk</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" 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data-cmp-data-layer="{"navigation-59e8bb10d3-item-5ef470b051":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:04:16Z","dc:title":"Transaction tax","xdm:linkURL":"/en_us/services/strategy-transactions/transaction-tax"}}"> <a href="/en_us/services/strategy-transactions/transaction-tax" data-cmp-clickable class="cmp-navigation__item-link">Transaction tax</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-6be227f5ac":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:05:18Z","dc:title":"Tax services: Designed for private","xdm:linkURL":"/en_us/services/tax/private-client-services"}}"> <a href="/en_us/services/tax/private-client-services" data-cmp-clickable class="cmp-navigation__item-link">Tax services: Designed for private</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-e3ad346239":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:06:13Z","dc:title":"2024 US election and tax policy","xdm:linkURL":"/en_us/tax/global-tax-disruption"}}"> <a href="/en_us/tax/global-tax-disruption" data-cmp-clickable class="cmp-navigation__item-link">2024 US election and tax policy</a> </li> </ul> </li> <li class="cmp-navigation__item cmp-navigation__item--level-1" data-cmp-data-layer="{"navigation-59e8bb10d3-item-edf0aa87b5":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-13T15:53:05Z","dc:title":"EY Private","xdm:linkURL":"/en_us/services/private-business"}}"> <a href="/en_us/services/private-business" data-cmp-clickable class="cmp-navigation__item-link">EY Private</a> <ul class="cmp-navigation__group"> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-45769607d3":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:31:23Z","dc:title":"EY Private client experience","xdm:linkURL":"/en_us/services/private-business/client-experience"}}"> <a href="/en_us/services/private-business/client-experience" data-cmp-clickable class="cmp-navigation__item-link">EY Private client experience</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-f45e2d765e":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:31:23Z","dc:title":"Private client audit experience","xdm:linkURL":"/en_us/services/assurance/ey-private-audit"}}"> <a href="/en_us/services/assurance/ey-private-audit" data-cmp-clickable class="cmp-navigation__item-link">Private client audit experience</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-6b8f28834c":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:31:23Z","dc:title":"Tax services: Designed for private","xdm:linkURL":"/en_us/services/tax/private-client-services"}}"> <a href="/en_us/services/tax/private-client-services" data-cmp-clickable class="cmp-navigation__item-link">Tax services: Designed for private</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-a7b06dc6f8":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:31:23Z","dc:title":"Family Enterprise Business Services","xdm:linkURL":"/en_us/services/tax/family-enterprise-business-services"}}"> <a href="/en_us/services/tax/family-enterprise-business-services" data-cmp-clickable class="cmp-navigation__item-link">Family Enterprise Business Services</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2 cmp-navigation__item--active" data-cmp-data-layer="{"navigation-59e8bb10d3-item-ce626af16d":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:31:23Z","dc:title":"Family Office Advisory Services","xdm:linkURL":"/en_us/services/tax/family-office-advisory-services"}}"> <a href="/en_us/services/tax/family-office-advisory-services" aria-current="page" data-cmp-clickable class="cmp-navigation__item-link">Family Office Advisory Services</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-93d09a2199":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:31:23Z","dc:title":"IPO, SPACs and direct listings","xdm:linkURL":"/en_us/services/ipo"}}"> <a href="/en_us/services/ipo" data-cmp-clickable class="cmp-navigation__item-link">IPO, SPACs and direct listings</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-ef08a178cb":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:31:23Z","dc:title":"Entrepreneurship","xdm:linkURL":"/en_us/services/entrepreneurship"}}"> <a href="/en_us/services/entrepreneurship" data-cmp-clickable class="cmp-navigation__item-link">Entrepreneurship</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-1e157715bb":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:31:23Z","dc:title":"Venture capital","xdm:linkURL":"/en_us/services/growth/venture-capital"}}"> <a href="/en_us/services/growth/venture-capital" data-cmp-clickable class="cmp-navigation__item-link">Venture capital</a> </li> </ul> </li> <li class="cmp-navigation__item cmp-navigation__item--level-1" data-cmp-data-layer="{"navigation-59e8bb10d3-item-170f90ebd3":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-13T15:53:05Z","dc:title":"Legal","xdm:linkURL":"/en_us/services/law"}}"> <a href="/en_us/services/law" data-cmp-clickable class="cmp-navigation__item-link">Legal</a> <ul class="cmp-navigation__group"> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-97522cdee5":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:45:06Z","dc:title":"Corporate and commercial law","xdm:linkURL":"/en_us/services/law/corporate-commercial"}}"> <a href="/en_us/services/law/corporate-commercial" data-cmp-clickable class="cmp-navigation__item-link">Corporate and commercial law</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-9c54c50b1f":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:45:06Z","dc:title":"Digital law","xdm:linkURL":"/en_us/services/law/digital"}}"> <a href="/en_us/services/law/digital" data-cmp-clickable class="cmp-navigation__item-link">Digital law</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-3abbaf8817":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:45:06Z","dc:title":"Labor and employment law","xdm:linkURL":"/en_us/services/law/labor-employment"}}"> <a href="/en_us/services/law/labor-employment" data-cmp-clickable class="cmp-navigation__item-link">Labor and employment law</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-a7ed9d7380":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:45:06Z","dc:title":"Legal operations","xdm:linkURL":"/en_us/services/law/legal-operations"}}"> <a href="/en_us/services/law/legal-operations" data-cmp-clickable class="cmp-navigation__item-link">Legal operations</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-3bed23a1e5":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:45:06Z","dc:title":"Transaction law","xdm:linkURL":"/en_us/services/law/transaction"}}"> <a href="/en_us/services/law/transaction" data-cmp-clickable class="cmp-navigation__item-link">Transaction law</a> </li> </ul> </li> <li class="cmp-navigation__item cmp-navigation__item--level-1" data-cmp-data-layer="{"navigation-59e8bb10d3-item-4fb69298a8":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-13T15:53:05Z","dc:title":"Technology","xdm:linkURL":"/en_us/services/technology"}}"> <a href="/en_us/services/technology" data-cmp-clickable class="cmp-navigation__item-link">Technology</a> <ul class="cmp-navigation__group"> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-da183cdbec":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:53:51Z","dc:title":"AI Insights","xdm:linkURL":"/en_us/services/ai"}}"> <a href="/en_us/services/ai" data-cmp-clickable class="cmp-navigation__item-link">AI Insights</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-bc1a835196":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:53:51Z","dc:title":"Audit technology","xdm:linkURL":"/en_us/services/audit/technology"}}"> <a href="/en_us/services/audit/technology" data-cmp-clickable class="cmp-navigation__item-link">Audit technology</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-aae4e1e799":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:53:51Z","dc:title":"Tax technology ","xdm:linkURL":"/en_us/services/tax/technology-data"}}"> <a href="/en_us/services/tax/technology-data" data-cmp-clickable class="cmp-navigation__item-link">Tax technology </a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-9bc13c1b3b":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:53:51Z","dc:title":"M&A technology and tools","xdm:linkURL":"/en_us/services/strategy-transactions/connected-capital-technologies"}}"> <a 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class="cmp-navigation__item-link">Alliances and ecosystems</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-8760099a9e":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T02:53:51Z","dc:title":"EY wavespace™","xdm:linkURL":"/en_us/wavespace"}}"> <a href="/en_us/wavespace" data-cmp-clickable class="cmp-navigation__item-link">EY wavespace™</a> </li> </ul> </li> <li class="cmp-navigation__item cmp-navigation__item--level-1" data-cmp-data-layer="{"navigation-59e8bb10d3-item-52ea5c108d":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-13T15:53:05Z","dc:title":"Managed services","xdm:linkURL":"/en_us/services/managed-services"}}"> <a href="/en_us/services/managed-services" data-cmp-clickable class="cmp-navigation__item-link">Managed services</a> <ul class="cmp-navigation__group"> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-448328835b":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T12:53:48Z","dc:title":"Managed services","xdm:linkURL":"/en_us/services/managed-services"}}"> <a href="/en_us/services/managed-services" data-cmp-clickable class="cmp-navigation__item-link">Managed services</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-2b24dce40f":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T12:53:49Z","dc:title":"Legal managed services ","xdm:linkURL":"/en_us/services/law/managed-services"}}"> <a href="/en_us/services/law/managed-services" data-cmp-clickable class="cmp-navigation__item-link">Legal managed services </a> </li> </ul> </li> <li class="cmp-navigation__item cmp-navigation__item--level-1" data-cmp-data-layer="{"navigation-59e8bb10d3-item-b56bf51ea9":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-13T15:53:05Z","dc:title":"EY Sustainability","xdm:linkURL":"/en_us/services/sustainability/services"}}"> <a href="/en_us/services/sustainability/services" data-cmp-clickable class="cmp-navigation__item-link">EY Sustainability</a> <ul class="cmp-navigation__group"> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-7666d5bd7e":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T13:57:34Z","dc:title":"Climate change and sustainability services","xdm:linkURL":"/en_us/services/climate-change-sustainability-services"}}"> <a href="/en_us/services/climate-change-sustainability-services" data-cmp-clickable class="cmp-navigation__item-link">Climate change and sustainability services</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-f88bb38477":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T13:57:34Z","dc:title":"Sustainable finance ","xdm:linkURL":"/en_us/industries/financial-services/sustainable-finance"}}"> <a href="/en_us/industries/financial-services/sustainable-finance" data-cmp-clickable class="cmp-navigation__item-link">Sustainable finance </a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-46316ad7e3":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T13:57:34Z","dc:title":"Sustainability and ESG Services","xdm:linkURL":"/en_us/services/strategy-transactions/sustainability-esg-strategy"}}"> <a href="/en_us/services/strategy-transactions/sustainability-esg-strategy" data-cmp-clickable class="cmp-navigation__item-link">Sustainability and ESG Services</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-761c3e32fa":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T13:57:34Z","dc:title":"Supply chain transformation","xdm:linkURL":"/en_us/services/consulting/supply-chain-transformation"}}"> <a href="/en_us/services/consulting/supply-chain-transformation" data-cmp-clickable class="cmp-navigation__item-link">Supply chain transformation</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-25f197bb59":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T13:57:34Z","dc:title":"Sustainability tax services","xdm:linkURL":"/en_us/services/tax/sustainability-tax-services"}}"> <a href="/en_us/services/tax/sustainability-tax-services" data-cmp-clickable class="cmp-navigation__item-link">Sustainability tax services</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-ccee783974":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T13:57:34Z","dc:title":"Legal services","xdm:linkURL":"/en_us/services/law/sustainability-legal-services"}}"> <a href="/en_us/services/law/sustainability-legal-services" data-cmp-clickable class="cmp-navigation__item-link">Legal services</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-63e925fc07":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T13:57:34Z","dc:title":"Renewable energy transition services","xdm:linkURL":"/en_us/industries/energy-resources/global-renewables"}}"> <a href="/en_us/industries/energy-resources/global-renewables" data-cmp-clickable class="cmp-navigation__item-link">Renewable energy transition services</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-d2baf1e504":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-20T13:57:34Z","dc:title":"Environment, Health and Safety","xdm:linkURL":"/en_us/services/environment-health-safety/services"}}"> <a href="/en_us/services/environment-health-safety/services" data-cmp-clickable class="cmp-navigation__item-link">Environment, Health and Safety</a> </li> </ul> </li> </ul> </li> <li class="cmp-navigation__item cmp-navigation__item--level-0" data-cmp-data-layer="{"navigation-59e8bb10d3-item-e6a3570af3":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-12T22:20:34Z","dc:title":"Industries","xdm:linkURL":"/en_us/industries"}}"> <a href="/en_us/industries" data-cmp-clickable class="cmp-navigation__item-link">Industries</a> <ul class="cmp-navigation__group"> <li class="cmp-navigation__item cmp-navigation__item--level-1" data-cmp-data-layer="{"navigation-59e8bb10d3-item-febfb9e8ee":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-13T15:53:19Z","dc:title":"Advanced Manufacturing & Mobility","xdm:linkURL":"/en_us/industries/advanced-manufacturing-realized"}}"> <a href="/en_us/industries/advanced-manufacturing-realized" data-cmp-clickable class="cmp-navigation__item-link">Advanced Manufacturing & Mobility</a> <ul class="cmp-navigation__group"> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-06fd121455":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:20:30Z","dc:title":"Aerospace and defense","xdm:linkURL":"/en_us/industries/aerospace-defense"}}"> <a href="/en_us/industries/aerospace-defense" data-cmp-clickable class="cmp-navigation__item-link">Aerospace and defense</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-304d946c35":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:20:30Z","dc:title":"Automotive","xdm:linkURL":"/en_us/industries/automotive"}}"> <a href="/en_us/industries/automotive" data-cmp-clickable class="cmp-navigation__item-link">Automotive</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-99369fa6aa":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:20:30Z","dc:title":"Chemicals and advanced materials","xdm:linkURL":"/en_us/industries/chemicals"}}"> <a href="/en_us/industries/chemicals" data-cmp-clickable class="cmp-navigation__item-link">Chemicals and advanced materials</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-f55c142fd4":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:20:30Z","dc:title":"EY-Nottingham Spirk Innovation Hub","xdm:linkURL":"/en_us/ey-nottingham-spirk-innovation-hub"}}"> <a href="/en_us/ey-nottingham-spirk-innovation-hub" data-cmp-clickable class="cmp-navigation__item-link">EY-Nottingham Spirk Innovation Hub</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-b7df8fcf6a":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:20:30Z","dc:title":"Future mobility","xdm:linkURL":"/en_us/insights/emobility"}}"> <a href="/en_us/insights/emobility" data-cmp-clickable class="cmp-navigation__item-link">Future mobility</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-bf67a66af5":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:20:30Z","dc:title":"Industrial products","xdm:linkURL":"/en_us/industries/industrial-products"}}"> <a href="/en_us/industries/industrial-products" data-cmp-clickable class="cmp-navigation__item-link">Industrial products</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-606b9501bc":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:20:30Z","dc:title":"Mobility lens suite","xdm:linkURL":"/en_us/industries/automotive/mobility-lens-suite"}}"> <a href="/en_us/industries/automotive/mobility-lens-suite" data-cmp-clickable class="cmp-navigation__item-link">Mobility lens suite</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-370af5fb45":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:20:30Z","dc:title":"Transportation","xdm:linkURL":"/en_us/industries/transportation"}}"> <a href="/en_us/industries/transportation" data-cmp-clickable class="cmp-navigation__item-link">Transportation</a> </li> </ul> </li> <li class="cmp-navigation__item cmp-navigation__item--level-1" data-cmp-data-layer="{"navigation-59e8bb10d3-item-94650011e8":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-13T15:53:19Z","dc:title":"Consumer products","xdm:linkURL":"/en_us/industries/consumer-products"}}"> <a href="/en_us/industries/consumer-products" data-cmp-clickable class="cmp-navigation__item-link">Consumer products</a> <ul class="cmp-navigation__group"> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-4180850203":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:19:55Z","dc:title":"Consumer products","xdm:linkURL":"/en_us/industries/consumer-products"}}"> <a href="/en_us/industries/consumer-products" data-cmp-clickable class="cmp-navigation__item-link">Consumer products</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-343d3bc3f7":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:19:55Z","dc:title":"Retail","xdm:linkURL":"/en_us/industries/retail"}}"> <a href="/en_us/industries/retail" data-cmp-clickable class="cmp-navigation__item-link">Retail</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-2892794aa7":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:19:55Z","dc:title":"The future consumer ","xdm:linkURL":"/en_us/future-consumer-index"}}"> <a href="/en_us/future-consumer-index" data-cmp-clickable class="cmp-navigation__item-link">The future consumer </a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-ef0577bdf3":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:19:55Z","dc:title":"Sustainability","xdm:linkURL":"/en_us/industries/sustainability-consumer-products-retail"}}"> <a href="/en_us/industries/sustainability-consumer-products-retail" data-cmp-clickable class="cmp-navigation__item-link">Sustainability</a> </li> </ul> </li> <li class="cmp-navigation__item cmp-navigation__item--level-1" data-cmp-data-layer="{"navigation-59e8bb10d3-item-6b39d3ce53":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-13T15:53:19Z","dc:title":"Energy and resources","xdm:linkURL":"/en_us/industries/energy-resources"}}"> <a 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data-cmp-data-layer="{"navigation-59e8bb10d3-item-8ecd9f4d25":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:18:28Z","dc:title":"Insurance consulting services","xdm:linkURL":"/en_us/industries/insurance"}}"> <a href="/en_us/industries/insurance" data-cmp-clickable class="cmp-navigation__item-link">Insurance consulting services</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-fc33600530":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:18:28Z","dc:title":"Wealth and asset management","xdm:linkURL":"/en_us/industries/wealth-asset-management"}}"> <a href="/en_us/industries/wealth-asset-management" data-cmp-clickable class="cmp-navigation__item-link">Wealth and asset management</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-c2865560af":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:18:28Z","dc:title":"Sustainable finance","xdm:linkURL":"/en_us/insights/sustainability-financial-services"}}"> <a href="/en_us/insights/sustainability-financial-services" data-cmp-clickable class="cmp-navigation__item-link">Sustainable finance</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-8e59c57b70":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:18:28Z","dc:title":"Fintech and ecosystems","xdm:linkURL":"/en_us/industries/banking-capital-markets/fintech-ecosystems"}}"> <a href="/en_us/industries/banking-capital-markets/fintech-ecosystems" data-cmp-clickable class="cmp-navigation__item-link">Fintech and ecosystems</a> </li> </ul> </li> <li class="cmp-navigation__item cmp-navigation__item--level-1" data-cmp-data-layer="{"navigation-59e8bb10d3-item-ee7eaabd05":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-13T15:53:19Z","dc:title":"Government and public sector","xdm:linkURL":"/en_us/industries/government-public-sector"}}"> <a href="/en_us/industries/government-public-sector" data-cmp-clickable class="cmp-navigation__item-link">Government and public sector</a> <ul class="cmp-navigation__group"> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-194599d3a0":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:17:55Z","dc:title":"Education","xdm:linkURL":"/en_us/industries/government-public-sector/education-services"}}"> <a href="/en_us/industries/government-public-sector/education-services" data-cmp-clickable class="cmp-navigation__item-link">Education</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-9736a91a3d":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:17:55Z","dc:title":"Infrastructure","xdm:linkURL":"/en_us/insights/infrastructure"}}"> <a href="/en_us/insights/infrastructure" data-cmp-clickable class="cmp-navigation__item-link">Infrastructure</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-642a82669e":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:17:55Z","dc:title":"Public finance management","xdm:linkURL":"/en_us/industries/government-public-sector/blockchain"}}"> <a href="/en_us/industries/government-public-sector/blockchain" data-cmp-clickable class="cmp-navigation__item-link">Public finance management</a> </li> </ul> </li> <li class="cmp-navigation__item cmp-navigation__item--level-1" data-cmp-data-layer="{"navigation-59e8bb10d3-item-98433376bd":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-13T15:53:19Z","dc:title":"Health","xdm:linkURL":"/en_us/industries/health"}}"> <a href="/en_us/industries/health" data-cmp-clickable class="cmp-navigation__item-link">Health</a> <ul class="cmp-navigation__group"> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-d881ef606d":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:17:27Z","dc:title":"Health","xdm:linkURL":"/en_us/industries/health"}}"> <a href="/en_us/industries/health" data-cmp-clickable class="cmp-navigation__item-link">Health</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-b9ba2372be":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:17:26Z","dc:title":"Life sciences","xdm:linkURL":"/en_us/industries/life-sciences"}}"> <a href="/en_us/industries/life-sciences" data-cmp-clickable class="cmp-navigation__item-link">Life sciences</a> </li> </ul> </li> <li class="cmp-navigation__item cmp-navigation__item--level-1" data-cmp-data-layer="{"navigation-59e8bb10d3-item-95cad1844e":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-18T16:21:55Z","dc:title":"Life sciences","xdm:linkURL":"/en_us/industries/life-sciences"}}"> <a href="/en_us/industries/life-sciences" data-cmp-clickable class="cmp-navigation__item-link">Life sciences</a> <ul class="cmp-navigation__group"> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-e36b459ff2":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:49:50Z","dc:title":"Life sciences","xdm:linkURL":"/en_us/industries/life-sciences"}}"> <a href="/en_us/industries/life-sciences" data-cmp-clickable class="cmp-navigation__item-link">Life sciences</a> </li> </ul> </li> <li class="cmp-navigation__item cmp-navigation__item--level-1" data-cmp-data-layer="{"navigation-59e8bb10d3-item-b888fbdac7":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-13T15:53:19Z","dc:title":"Private equity","xdm:linkURL":"/en_us/industries/private-equity"}}"> <a href="/en_us/industries/private-equity" data-cmp-clickable class="cmp-navigation__item-link">Private equity</a> <ul class="cmp-navigation__group"> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-499daa340b":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:17:01Z","dc:title":"Private equity value creation services","xdm:linkURL":"/en_us/industries/private-equity/value-creation"}}"> <a href="/en_us/industries/private-equity/value-creation" data-cmp-clickable class="cmp-navigation__item-link">Private equity value 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origination</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-69edae0038":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:17:01Z","dc:title":"Digital in private equity ","xdm:linkURL":"/en_us/industries/private-equity/digital"}}"> <a href="/en_us/industries/private-equity/digital" data-cmp-clickable class="cmp-navigation__item-link">Digital in private equity </a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-25b21d33bb":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-11-08T16:55:44Z","dc:title":"Generative AI services for private equity","xdm:linkURL":"/en_us/industries/private-equity/generative-ai-services-for-private-equity"}}"> <a href="/en_us/industries/private-equity/generative-ai-services-for-private-equity" data-cmp-clickable class="cmp-navigation__item-link">Generative AI services for private equity</a> </li> </ul> </li> <li class="cmp-navigation__item cmp-navigation__item--level-1" data-cmp-data-layer="{"navigation-59e8bb10d3-item-ef238baffa":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-19T20:48:01Z","dc:title":"Real estate, hospitality and construction","xdm:linkURL":"/en_us/industries/real-estate-hospitality-construction"}}"> <a href="/en_us/industries/real-estate-hospitality-construction" data-cmp-clickable class="cmp-navigation__item-link">Real estate, hospitality and construction</a> <ul class="cmp-navigation__group"> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-49f2b5dc3b":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-10-17T17:24:32Z","dc:title":"Real Estate","xdm:linkURL":"/en_us/industries/real-estate"}}"> <a href="/en_us/industries/real-estate" data-cmp-clickable class="cmp-navigation__item-link">Real Estate</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-afa80c13f9":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-10-17T17:24:46Z","dc:title":"Hospitality","xdm:linkURL":"/en_us/industries/hospitality"}}"> <a href="/en_us/industries/hospitality" data-cmp-clickable class="cmp-navigation__item-link">Hospitality</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-04aad30871":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-10-17T17:24:59Z","dc:title":"Engineering and Construction","xdm:linkURL":"/en_us/industries/engineering-construction"}}"> <a href="/en_us/industries/engineering-construction" data-cmp-clickable class="cmp-navigation__item-link">Engineering and Construction</a> </li> </ul> </li> <li class="cmp-navigation__item cmp-navigation__item--level-1" data-cmp-data-layer="{"navigation-59e8bb10d3-item-860fd96dd9":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-03-13T15:53:19Z","dc:title":"Technology, Media & Entertainment and Telecommunications","xdm:linkURL":"/en_us/industries/tmt"}}"> <a href="/en_us/industries/tmt" data-cmp-clickable class="cmp-navigation__item-link">Technology, Media & Entertainment and Telecommunications</a> <ul class="cmp-navigation__group"> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-ae49f4331f":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:16:07Z","dc:title":"Technology sector — insights and services","xdm:linkURL":"/en_us/industries/tech-sector"}}"> <a href="/en_us/industries/tech-sector" data-cmp-clickable class="cmp-navigation__item-link">Technology sector — insights and services</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-bfd2ccb072":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-08-09T16:56:39Z","dc:title":"Media & Entertainment — insights and services","xdm:linkURL":"/en_us/industries/media-entertainment"}}"> <a href="/en_us/industries/media-entertainment" data-cmp-clickable class="cmp-navigation__item-link">Media & Entertainment — insights and services</a> </li> <li class="cmp-navigation__item cmp-navigation__item--level-2" data-cmp-data-layer="{"navigation-59e8bb10d3-item-e7e0ab4c1b":{"@type":"ey-unified-site/components/navigation/item","repo:modifyDate":"2024-04-25T15:16:07Z","dc:title":"Telecommunications — insights and services","xdm:linkURL":"/en_us/industries/telecommunications"}}"> <a href="/en_us/industries/telecommunications" data-cmp-clickable class="cmp-navigation__item-link">Telecommunications — insights and services</a> </li> </ul> </li> </ul> </li> <li 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</div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-highlights-title-1" class="cmp-container"> <div class="rich-text text"><div data-cmp-data-layer="{"rich-text-a4d27153a7":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2024-03-01T09:52:49Z","xdm:text":"<h4>Spotlight</h4>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read more" data-up-translation-read-less="Read less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <h4>Spotlight</h4> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-highlights-links-1" class="cmp-container"> <div class="container responsivegrid"> <div id="container-ec0f411861" class="cmp-container"> <div class="rich-text text"><div data-cmp-data-layer="{"rich-text-1378f5aabf":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2024-10-30T15:40:17Z","xdm:text":"<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/services/ai.html\">AI insights</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/campaigns/ceo.html\">CEO agenda</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/campaigns/cfo-agenda.html\">CFO agenda</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/media/podcasts.html\">EY podcasts</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/media/webcasts.html\">EY webcasts</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/campaigns/case-studies.html\">Case studies</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/campaigns/coo.html\">Operations leaders</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/campaigns/cio.html\">Technology leaders</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/campaigns/cmo.html\">Marketing and growth leaders</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/campaigns/ciso.html\">Cybersecurity and privacy leaders</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/campaigns/cro-risk.html\">Risk leaders</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/campaigns/board-matters.html\">EY Center for Board Matters</a></p>\r\n<p>&nbsp;</p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/insights.html#spotlight\">See more</a><br>\r\n</p>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read more" data-up-translation-read-less="Read less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <p><a href="/en_us/services/ai">AI insights</a></p> <p><a href="/en_us/ceo">CEO agenda</a></p> <p><a href="/en_us/cfo-agenda">CFO agenda</a></p> <p><a href="/en_us/media/podcasts">EY podcasts</a></p> <p><a href="/en_us/media/webcasts">EY webcasts</a></p> <p><a href="/en_us/case-studies">Case studies</a></p> <p><a href="/en_us/coo">Operations leaders</a></p> <p><a href="/en_us/cio">Technology leaders</a></p> <p><a href="/en_us/cmo">Marketing and growth leaders</a></p> <p><a href="/en_us/ciso">Cybersecurity and privacy leaders</a></p> <p><a href="/en_us/cro-risk">Risk leaders</a></p> <p><a href="/en_us/board-matters">EY Center for Board Matters</a></p> <p> </p> <p><a href="/en_us/insights#spotlight">See more</a><br /> </p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="container-a32b3b6ed5" class="cmp-container"> </div> </div> </div> </div> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="sitenav-sub-wrapper-2" class="cmp-container" role="tabpanel"> <div class="container responsivegrid"> <div id="subnav-intro-wrapper-2" class="cmp-container"> <div class="container responsivegrid"> <div id="subnav-intro-title-2" class="cmp-container"> <div class="rich-text text"><div data-cmp-data-layer="{"rich-text-073dbb0a1c":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2024-03-01T09:52:49Z","xdm:text":"<h3>Services</h3>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read more" data-up-translation-read-less="Read less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <h3>Services</h3> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-intro-description-2" class="cmp-container"> <div class="rich-text text"><div data-cmp-data-layer="{"rich-text-0e78ec16a9":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2024-03-01T09:52:49Z","xdm:text":"<p>EY helps clients create long-term value for all stakeholders. Enabled by data and technology, our services and solutions provide trust through assurance and help clients transform, grow and operate.</p>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read more" data-up-translation-read-less="Read less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <p>EY helps clients create long-term value for all stakeholders. Enabled by data and technology, our services and solutions provide trust through assurance and help clients transform, grow and operate.</p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-intro-button-2" class="cmp-container"> <div class="button"> <a class="up-button cmp-button " href="/en_us/services" aria-label="Explore Services" data-cmp-clickable data-up-is="button" data-cmp-data-layer="{"button-b937bcf0fe":{"@type":"ey-unified-site/components/button","repo:modifyDate":"2024-03-12T20:40:43Z","dc:title":"Explore","xdm:linkURL":"/en_us/services"}}" data-analytics-category="Button" data-button-type="cta" data-snippet-url="/content/ey-unified-site/ey-com/local/us/en_us/home/services.html" data-analytics-label="CTA Button" analytics-button-type="cta" data-analytics-button-click> <span class="cmp-button__text" data-analytics-action-value>Explore</span> </a> </div> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-links-wrapper-2" class="cmp-container"> <div class="container responsivegrid"> <div id="subnav-links-title-2" class="cmp-container"> <div class="rich-text text"> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-links-l2-2" class="cmp-container"> </div> </div> <div class="container responsivegrid"> <div id="subnav-links-see-more-2" class="cmp-container"> <div class="rich-text text"> </div> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-highlights-wrapper-2" class="cmp-container"> <div class="container responsivegrid"> <div id="subnav-highlights-l3-2" class="cmp-container"> <div class="container responsivegrid"> <div id="subnav-highlights-l3-see-more-2" class="cmp-container"> <div class="rich-text text"><div data-cmp-data-layer="{"rich-text-f374f0904b":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2024-08-28T11:30:08Z","xdm:text":"<ul>\r\n<li>See more</li>\r\n<li>5||See all Assurance</li>\r\n</ul>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read more" data-up-translation-read-less="Read less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <ul><li>See more</li><li>5||See all Assurance</li></ul> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-highlights-title-2" class="cmp-container"> <div class="rich-text text"><div data-cmp-data-layer="{"rich-text-261b40dd49":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2024-03-01T09:52:49Z","xdm:text":"<h4>Spotlight</h4>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read more" data-up-translation-read-less="Read less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <h4>Spotlight</h4> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-highlights-links-2" class="cmp-container"> <div class="container responsivegrid"> <div id="container-199e9cd96c" class="cmp-container"> <div class="rich-text text"><div data-cmp-data-layer="{"rich-text-09816b6db6":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2024-06-14T08:27:27Z","xdm:text":"<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/services/ai.html\">Artificial Intelligence (AI)</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/services/strategy-transactions/transformation-consulting.html\">Strategy, transaction and transformation consulting</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/services/consulting/technology-transformation.html\">Technology transformation</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/services/tax-function-operations.html\">Tax function operations</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/services/climate-change-sustainability-services.html\">Climate change and sustainability services</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/campaigns/ecosystems.html\">EY Ecosystems</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/services/audit.html\">Audit</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/services/consulting/supply-chain-operations.html\">Supply chain and operations</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/alliances.html\">EY Partner Ecosystem</a></p>\r\n<p>&nbsp;</p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/services.html\">Explore Services</a></p>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read more" data-up-translation-read-less="Read less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <p><a href="/en_us/services/ai">Artificial Intelligence (AI)</a></p> <p><a href="/en_us/services/strategy-transactions/transformation-consulting">Strategy, transaction and transformation consulting</a></p> <p><a href="/en_us/services/consulting/technology-transformation">Technology transformation</a></p> <p><a href="/en_us/services/tax-function-operations">Tax function operations</a></p> <p><a href="/en_us/services/climate-change-sustainability-services">Climate change and sustainability services</a></p> <p><a href="/en_us/ecosystems">EY Ecosystems</a></p> <p><a href="/en_us/services/audit">Audit</a></p> <p><a href="/en_us/services/consulting/supply-chain-operations">Supply chain and operations</a></p> <p><a href="/en_us/alliances">EY Partner Ecosystem</a></p> <p> </p> <p><a href="/en_us/services">Explore Services</a></p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="container-f80edb2011" class="cmp-container"> </div> </div> </div> </div> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="sitenav-sub-wrapper-4" class="cmp-container" role="tabpanel"> <div class="container responsivegrid"> <div id="subnav-intro-wrapper-4" class="cmp-container"> <div class="container responsivegrid"> <div id="subnav-intro-title-4" class="cmp-container"> <div class="rich-text text"><div data-cmp-data-layer="{"rich-text-da337632fa":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2024-03-01T09:52:49Z","xdm:text":"<h3>Careers</h3>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read more" data-up-translation-read-less="Read less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <h3>Careers</h3> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> </div> 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<p>We bring together extraordinary people, like you, to build a better working world.</p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-intro-button-4" class="cmp-container"> <div class="button"> <a class="up-button cmp-button " href="/en_us/careers" aria-label="Explore Careers" data-cmp-clickable data-up-is="button" 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href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/careers/experienced-professionals.html\">Experienced professionals</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/careers/students-and-entry-level-professionals.html\">Early career opportunities</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/careers/mba-and-advanced-degree-opportunities.html\">MBA and advanced-degree students</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/careers/job-search.html\">Contract workers</a></p>\r\n<p><a href=\"/content/ey-unified-site/ey-com/local/us/en_us/home/careers/parthenon.html\">EY-Parthenon careers</a></p>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read more" data-up-translation-read-less="Read less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less 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class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <p>Discover how EY insights and services are helping to reframe the future of your industry.<br /> </p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-intro-button-3" class="cmp-container"> <div class="button"> <a class="up-button cmp-button " href="/en_us/industries" 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content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <p>See more</p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> </div> </div> </div> </div> <div class="container responsivegrid"> <div id="subnav-highlights-title-3" class="cmp-container"> <div class="rich-text text"><div 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href="/en_us/insights/private-equity/how-genai-is-empowering-talent-at-a-pe-backed-consumer-brand">How GenAI is empowering talent at a PE-backed consumer brand</a> </p> <p> <span class="date">08 May 2024</span><a href="/en_us/people/ey">EY </a> </p> </div> <div class="caseStudies"> <p class="caseStudies__title">Strategy transactions</p> <p> <a href="/en_us/insights/strategy-transactions/how-carve-outs-positioned-an-automotive-giant-for-future-growth">How carve-outs positioned an automotive giant for future growth</a> </p> <p> <span class="date">11 Apr 2024</span><a href="/en_us/people/ey">EY </a> </p> </div> </div> <div class="container responsivegrid"> <div id="container-024b9b9255" class="cmp-container"> <div class="separator"> <div class="cmp-separator"> <hr class="cmp-separator__horizontal-rule"/> </div></div> <div class="rich-text text"><div 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The insights and services we provide help to create long-term value for clients, people and society, and to build trust in the capital markets.</p>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read more" data-up-translation-read-less="Read less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <p>At EY, our purpose is building a better working world. 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Learn more.</p> <span class="date">15 Oct 2024</span> <span class="trending-tag up-trending-section--item__tag">Law</span> </div> </a> </li> <li class="up-trending-section--item"> <a href="/en_us/insights/private-equity/how-private-equity-can-optimize-esg-to-maximize-value-creation" class="up-trending-section--item__link-name"> <img src="/content/dam/ey-unified-site/ey-com/en-gl/insights/private-equity/images/ey-aerial-view-of-a-green-bridge-ecoduct-for-fauna-crossing-above-highway.jpg" srcset="/content/dam/ey-unified-site/ey-com/en-gl/insights/private-equity/images/ey-aerial-view-of-a-green-bridge-ecoduct-for-fauna-crossing-above-highway.jpg.transform/instant-search-200/img.jpg 1x,/content/dam/ey-unified-site/ey-com/en-gl/insights/private-equity/images/ey-aerial-view-of-a-green-bridge-ecoduct-for-fauna-crossing-above-highway.jpg.transform/instant-search-400/img.jpg 2x,/content/dam/ey-unified-site/ey-com/en-gl/insights/private-equity/images/ey-aerial-view-of-a-green-bridge-ecoduct-for-fauna-crossing-above-highway.jpg.transform/up-img-width-thumbnail-large-screen/img.jpg 3x" alt="" aria-hidden="true"/> <div class="trending-info"> <p class="up-trending-section--item__link-text">How private equity can optimize ESG to maximize value creation </p> <p class="up-trending-section--item__link-description" aria-hidden="true">ESG will play a key role in the value creation strategies of PE firms. 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class="up-the-team__image"> <img class="up-the-team__image-image" src="/content/dam/content-fragments/ey-unified-site/ey-com/people/local/en_us/images/c/ey-catherine-fankhauser-meta-v1.jpg" srcset="/content/dam/content-fragments/ey-unified-site/ey-com/people/local/en_us/images/c/ey-catherine-fankhauser-meta-v1.jpg.transform/up-img-width-thumbnail-small-screen/img.jpg 1x,/content/dam/content-fragments/ey-unified-site/ey-com/people/local/en_us/images/c/ey-catherine-fankhauser-meta-v1.jpg.transform/up-img-width-thumbnail-large-screen/img.jpg 2x,/content/dam/content-fragments/ey-unified-site/ey-com/people/local/en_us/images/c/ey-catherine-fankhauser-meta-v1.jpg.transform/up-img-width-thumbnail-xlarge-screen/img.jpg 3x" alt="Photographic portrait of Catherine Fankhauser"/> </div> </div> <div class="up-the-team__member-info"> <div class="up-the-team__member-name"> Catherine Fankhauser </div> <div class="up-the-team__member-title">Partner, Family Office Advisory Services, Ernst & Young LLP</div> </div> </div> </a> <a class="up-the-team__member-link" href="/en_us/people/paul-mckibbin" data-up-hook-the-team="[members]"> <div class="up-the-team__member"> <div class="up-the-team__image-wrapper"> <div class="up-the-team__image"> <img class="up-the-team__image-image" src="/content/dam/content-fragments/ey-unified-site/ey-com/people/local/en_us/images/p/ey-paul-mckibbin-meta.jpg" srcset="/content/dam/content-fragments/ey-unified-site/ey-com/people/local/en_us/images/p/ey-paul-mckibbin-meta.jpg.transform/up-img-width-thumbnail-small-screen/img.jpg 1x,/content/dam/content-fragments/ey-unified-site/ey-com/people/local/en_us/images/p/ey-paul-mckibbin-meta.jpg.transform/up-img-width-thumbnail-large-screen/img.jpg 2x,/content/dam/content-fragments/ey-unified-site/ey-com/people/local/en_us/images/p/ey-paul-mckibbin-meta.jpg.transform/up-img-width-thumbnail-xlarge-screen/img.jpg 3x" alt="Photographic portrait of Paul McKibbin"/> </div> </div> <div class="up-the-team__member-info"> <div class="up-the-team__member-name"> Paul McKibbin </div> <div class="up-the-team__member-title">Americas EY Private Family Office Advisory Services Managing Director</div> </div> </div> </a> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="container responsivegrid aem-GridColumn aem-GridColumn--default--12"> <div id="container-a2abf65b69" class="cmp-container"> <div class="aem-Grid aem-Grid--12 aem-Grid--default--12 aem-Grid--tablet-portrait--12 aem-Grid--mobile--12 aem-Grid--tablet-landscape--12 "> <div class="rich-text text aem-GridColumn--default--none aem-GridColumn--tablet-landscape--12 aem-GridColumn--tablet-portrait--none aem-GridColumn--offset--tablet-portrait--0 aem-GridColumn--offset--default--2 aem-GridColumn--offset--mobile--0 aem-GridColumn--tablet-portrait--12 aem-GridColumn--mobile--none aem-GridColumn aem-GridColumn--default--8 aem-GridColumn--tablet-landscape--none aem-GridColumn--offset--tablet-landscape--0 aem-GridColumn--mobile--12"><div data-cmp-data-layer="{"rich-text-90793dc5b0":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2024-03-22T15:39:26Z","xdm:text":"<h2>What EY can do for you</h2>\r\n<p>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&nbsp;<a href=\"/content/dam/ey-unified-site/ey-com/en-us/services/tax/documents/ey-family-office-brochure.pdf\" target=\"_self\" rel=\"noopener noreferrer\">long-term sustainability and legacy preservation</a>.</p>\r\n<h2>Understanding your needs</h2>\r\n<p>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.</p>\r\n<p>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.</p>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read more" data-up-translation-read-less="Read less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <h2>What EY can do for you</h2> <p>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 <a href="/content/dam/ey-unified-site/ey-com/en-us/services/tax/documents/ey-family-office-brochure.pdf" target="_self" rel="noopener noreferrer">long-term sustainability and legacy preservation</a>.</p> <h2>Understanding your needs</h2> <p>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.</p> <p>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.</p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> <div class="container responsivegrid aem-GridColumn aem-GridColumn--default--12"> <div id="container-7e5776b1ac" class="cmp-container"> <div class="aem-Grid aem-Grid--12 aem-Grid--default--12 aem-Grid--tablet-portrait--12 aem-Grid--mobile--12 aem-Grid--tablet-landscape--12 "> <div class="upImage component aem-GridColumn--default--none aem-GridColumn aem-GridColumn--default--6 aem-GridColumn--offset--default--3"> <div class="up-image " data-up-is="image"> <div class="up-image__image" data-up-hook-image="[image]" data-aspect-ratio="1.0" style="--up-image-focal-x: 50%; --up-image-focal-y: 50%"> <div data-cmp-is="image" data-cmp-widths="100,200,300,400,500,600,700,800,900,1000,1100,1200,1600,1800,2000,2400,2700,3000,3300,3600,3840" data-cmp-src="/adobe/dynamicmedia/deliver/dm-aid--acd38310-dda3-4887-84bd-3c709579eaed/ey-foas-overall-graphic.png?quality=85&preferwebp=true&width={width}" data-asset-id="acd38310-dda3-4887-84bd-3c709579eaed" data-cmp-filereference="/content/dam/ey-unified-site/ey-com/en-us/services/tax/images/ey-foas-overall-graphic.png" id="image-render-ae5f242a57" 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</div> </div> </div> </div> <div class="separator aem-GridColumn--default--none aem-GridColumn aem-GridColumn--default--10 aem-GridColumn--offset--default--2"> <div class="cmp-separator"> <hr class="cmp-separator__horizontal-rule"/> </div></div> <div class="upAccordion component aem-GridColumn--default--none aem-GridColumn aem-GridColumn--default--8 aem-GridColumn--offset--default--2"> <div id="accordion-70188e0464" class="up-accordion" data-up-is="accordion" data-up-single-expansion data-placeholder-text="false"> <ul class="up-accordion__list"> <li data-up-hook-accordion="[items]" id="accordion-70188e0464-item-487860afc6" class="up-accordion__item"> <h3 class="up-accordion__header"> <button id="accordion-70188e0464-item-487860afc6-button" class="up-accordion__header-button" aria-controls="accordion-70188e0464-item-487860afc6-panel" aria-expanded="false" data-up-hook-accordion="[buttons]"> <span class="up-accordion__header-button-title">Family office design and setup</span> <span class="up-accordion__header-button-icon"> </span> </button> </h3> <div data-up-hook-accordion="[panels]" id="accordion-70188e0464-item-487860afc6-panel" class="up-accordion__panel" role="region" aria-labelledby="accordion-70188e0464-item-487860afc6-button" aria-hidden="true" inert><div class="container responsivegrid"> <div id="container-487860afc6" class="cmp-container"> <div class="aem-Grid aem-Grid--8 aem-Grid--default--8 "> <div class="rich-text text aem-GridColumn--default--none aem-GridColumn aem-GridColumn--default--8 aem-GridColumn--offset--default--0"><div data-cmp-data-layer="{"rich-text-135195db7e":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2023-07-24T16:46:40Z","xdm:text":"<p>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.</p>\r\n\r\n<p>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.</p>\r\n\r\n<p><a href=\"/content/dam/ey-unified-site/ey-com/en-us/services/tax/documents/ey-family-office-design-and-setup.pdf\" target=\"_self\" rel=\"noopener noreferrer\">Learn more</a></p>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read more" data-up-translation-read-less="Read less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <p>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.</p> <p>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.</p> <p><a href="/content/dam/ey-unified-site/ey-com/en-us/services/tax/documents/ey-family-office-design-and-setup.pdf" target="_self" rel="noopener noreferrer">Learn more</a></p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> <div class="separator aem-GridColumn aem-GridColumn--default--8"> <div class="cmp-separator"> <hr class="cmp-separator__horizontal-rule"/> </div></div> </div> </div> </div> </div> </li> <li data-up-hook-accordion="[items]" id="accordion-70188e0464-item-e85678fe81" class="up-accordion__item"> <h3 class="up-accordion__header"> <button id="accordion-70188e0464-item-e85678fe81-button" class="up-accordion__header-button" aria-controls="accordion-70188e0464-item-e85678fe81-panel" aria-expanded="false" data-up-hook-accordion="[buttons]"> <span class="up-accordion__header-button-title">Strategic planning and design</span> <span class="up-accordion__header-button-icon"> </span> </button> </h3> <div data-up-hook-accordion="[panels]" id="accordion-70188e0464-item-e85678fe81-panel" class="up-accordion__panel" role="region" aria-labelledby="accordion-70188e0464-item-e85678fe81-button" aria-hidden="true" inert><div class="container responsivegrid"> <div id="container-e85678fe81" class="cmp-container"> <div class="aem-Grid aem-Grid--8 aem-Grid--default--8 "> <div class="rich-text text aem-GridColumn--default--none aem-GridColumn aem-GridColumn--default--8 aem-GridColumn--offset--default--0"><div data-cmp-data-layer="{"rich-text-5d7f7e89a7":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2023-07-24T16:52:28Z","xdm:text":"<p>The greater the complexity and size of the family and investments, the more important strategic planning becomes to effectively manage competing business priorities and family needs. The EY Family Office Advisory Services team can support you by focusing on strategic priorities to preserve your legacy and support growth and long-term success for your family enterprise.</p>\r\n\r\n<p>The family office must be intentional about its priorities and focused on preparing for the future. It starts by creating a family charter, a 100-year plan that outlines the family’s purpose, values, governance and how it wants to use its wealth. It is also important to develop annual business plans to anticipate and address short-term initiatives and long-term opportunities, as well as a 5- to 10-year strategic plan to accomplish milestones toward the family vision.</p>\r\n\r\n<p><a href=\"/content/dam/ey-unified-site/ey-com/en-us/services/tax/documents/ey-family-office-strategic-planning-and-design.pdf\" target=\"_self\">Learn more</a></p>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read more" data-up-translation-read-less="Read less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <p>The greater the complexity and size of the family and investments, the more important strategic planning becomes to effectively manage competing business priorities and family needs. The EY Family Office Advisory Services team can support you by focusing on strategic priorities to preserve your legacy and support growth and long-term success for your family enterprise.</p> <p>The family office must be intentional about its priorities and focused on preparing for the future. It starts by creating a family charter, a 100-year plan that outlines the family’s purpose, values, governance and how it wants to use its wealth. It is also important to develop annual business plans to anticipate and address short-term initiatives and long-term opportunities, as well as a 5- to 10-year strategic plan to accomplish milestones toward the family vision.</p> <p><a href="/content/dam/ey-unified-site/ey-com/en-us/services/tax/documents/ey-family-office-strategic-planning-and-design.pdf" target="_self" rel="noopener noreferrer">Learn more</a></p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> <div class="separator aem-GridColumn aem-GridColumn--default--8"> <div class="cmp-separator"> <hr class="cmp-separator__horizontal-rule"/> </div></div> </div> </div> </div> </div> </li> <li data-up-hook-accordion="[items]" id="accordion-70188e0464-item-13cca7d065" class="up-accordion__item"> <h3 class="up-accordion__header"> <button id="accordion-70188e0464-item-13cca7d065-button" class="up-accordion__header-button" aria-controls="accordion-70188e0464-item-13cca7d065-panel" aria-expanded="false" data-up-hook-accordion="[buttons]"> <span class="up-accordion__header-button-title">Risk assessment and planning support</span> <span class="up-accordion__header-button-icon"> </span> </button> </h3> <div data-up-hook-accordion="[panels]" id="accordion-70188e0464-item-13cca7d065-panel" class="up-accordion__panel" role="region" aria-labelledby="accordion-70188e0464-item-13cca7d065-button" aria-hidden="true" inert><div class="container responsivegrid"> <div id="container-13cca7d065" class="cmp-container"> <div class="rich-text text"><div data-cmp-data-layer="{"rich-text-503f922946":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2023-07-24T17:00:26Z","xdm:text":"<p>A primary goal of most family offices is to protect the family from damage and loss, whether financial, physical or reputational. Risks can arise from a variety of sources, including the business, investments, technology or operations.</p>\r\n\r\n<p>We support family offices by assessing their levels of risk through our risk score index. The risk score index is based on our detailed questionnaire applied across the five dimensions of the Committee of Sponsoring Organizations framework and across seven categories of risk, resulting in a score for each dimension to determine where your office excels or falls short. Our team will then work with you to properly develop a risk management framework to address each area of vulnerability in order of importance.</p>\r\n\r\n<p><a href=\"/content/dam/ey-unified-site/ey-com/en-us/services/tax/documents/ey-family-office-risk-services.pdf\" target=\"_self\" rel=\"noopener noreferrer\">Learn more</a></p>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read more" data-up-translation-read-less="Read less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <p>A primary goal of most family offices is to protect the family from damage and loss, whether financial, physical or reputational. Risks can arise from a variety of sources, including the business, investments, technology or operations.</p> <p>We support family offices by assessing their levels of risk through our risk score index. The risk score index is based on our detailed questionnaire applied across the five dimensions of the Committee of Sponsoring Organizations framework and across seven categories of risk, resulting in a score for each dimension to determine where your office excels or falls short. Our team will then work with you to properly develop a risk management framework to address each area of vulnerability in order of importance.</p> <p><a href="/content/dam/ey-unified-site/ey-com/en-us/services/tax/documents/ey-family-office-risk-services.pdf" target="_self" rel="noopener noreferrer">Learn more</a></p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> <div class="separator"> <div class="cmp-separator"> <hr class="cmp-separator__horizontal-rule"/> </div></div> </div> </div> </div> </li> <li data-up-hook-accordion="[items]" id="accordion-70188e0464-item-2ccc7a7d85" class="up-accordion__item"> <h3 class="up-accordion__header"> <button id="accordion-70188e0464-item-2ccc7a7d85-button" class="up-accordion__header-button" aria-controls="accordion-70188e0464-item-2ccc7a7d85-panel" aria-expanded="false" data-up-hook-accordion="[buttons]"> <span class="up-accordion__header-button-title">Technology planning and support</span> <span class="up-accordion__header-button-icon"> </span> </button> </h3> <div data-up-hook-accordion="[panels]" id="accordion-70188e0464-item-2ccc7a7d85-panel" class="up-accordion__panel" role="region" aria-labelledby="accordion-70188e0464-item-2ccc7a7d85-button" aria-hidden="true" inert><div class="container responsivegrid"> <div id="container-2ccc7a7d85" class="cmp-container"> <div class="rich-text text"><div data-cmp-data-layer="{"rich-text-80d87c07f8":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2023-07-24T17:12:42Z","xdm:text":"<p>Diverse multi-asset class portfolios. Complex income allocations across multiple tiers of ownership. Multigenerational families with competing priorities. Family offices face challenges that can complicate their ability to generate timely information to support decision-making.</p>\r\n\r\n<p>To reach informed conclusions, you need relevant and timely information enabled by technology that supports you to stay on top of it all. We’ll work with you to find the right technology and approach for your current ecosystem, while remaining mindful of future concerns and aspirations. We also can support you in the design and implementation of a technology road map to further the family’s vision. From selection to implementation, our team will guide you toward a leading design of operating model, robust technology and efficient processes.</p>\r\n\r\n<p><a href=\"/content/dam/ey-unified-site/ey-com/en-us/services/tax/documents/ey-family-office-technology-and-support.pdf\" target=\"_self\" rel=\"noopener noreferrer\">Learn more</a></p>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read more" data-up-translation-read-less="Read less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <p>Diverse multi-asset class portfolios. Complex income allocations across multiple tiers of ownership. Multigenerational families with competing priorities. Family offices face challenges that can complicate their ability to generate timely information to support decision-making.</p> <p>To reach informed conclusions, you need relevant and timely information enabled by technology that supports you to stay on top of it all. We’ll work with you to find the right technology and approach for your current ecosystem, while remaining mindful of future concerns and aspirations. We also can support you in the design and implementation of a technology road map to further the family’s vision. From selection to implementation, our team will guide you toward a leading design of operating model, robust technology and efficient processes.</p> <p><a href="/content/dam/ey-unified-site/ey-com/en-us/services/tax/documents/ey-family-office-technology-and-support.pdf" target="_self" rel="noopener noreferrer">Learn more</a></p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> <div class="separator"> <div class="cmp-separator"> <hr class="cmp-separator__horizontal-rule"/> </div></div> </div> </div> </div> </li> <li data-up-hook-accordion="[items]" id="accordion-70188e0464-item-502f173640" class="up-accordion__item"> <h3 class="up-accordion__header"> <button id="accordion-70188e0464-item-502f173640-button" class="up-accordion__header-button" aria-controls="accordion-70188e0464-item-502f173640-panel" aria-expanded="false" data-up-hook-accordion="[buttons]"> <span class="up-accordion__header-button-title">Governance services and planning support</span> <span class="up-accordion__header-button-icon"> </span> </button> </h3> <div data-up-hook-accordion="[panels]" id="accordion-70188e0464-item-502f173640-panel" class="up-accordion__panel" role="region" aria-labelledby="accordion-70188e0464-item-502f173640-button" aria-hidden="true" inert><div class="container responsivegrid"> <div id="container-502f173640" class="cmp-container"> <div class="rich-text text"><div data-cmp-data-layer="{"rich-text-fee29e3f2a":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2024-04-09T14:50:21Z","xdm:text":"<p>Leading families view governance planning as an ongoing process that strives to preserve the family capital and wellbeing, engage each generation, and provide a framework for the family to successfully manage its business and other activities now and into the future.</p>\r\n<p>Development of a family office succession strategy and plan is a key component of governance. A framework to support a successful generational transition requires a focus on four dimensions: leadership, ownership, legacy, and value and wealth transition. These are key considerations for three primary stakeholder groups: owners, families, and the business and investments. We can support you with the design and implementation of governance structures, protocols and operations to protect, preserve and grow your family’s legacy for more than 100 years.</p>\r\n<p><a href=\"/content/dam/ey-unified-site/ey-com/en-us/services/tax/documents/ey-foas-slipsheet-governance-sept-2023-2308-4318671.pdf\" rel=\"noopener noreferrer\">Learn more</a></p>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read more" data-up-translation-read-less="Read less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <p>Leading families view governance planning as an ongoing process that strives to preserve the family capital and wellbeing, engage each generation, and provide a framework for the family to successfully manage its business and other activities now and into the future.</p> <p>Development of a family office succession strategy and plan is a key component of governance. A framework to support a successful generational transition requires a focus on four dimensions: leadership, ownership, legacy, and value and wealth transition. These are key considerations for three primary stakeholder groups: owners, families, and the business and investments. We can support you with the design and implementation of governance structures, protocols and operations to protect, preserve and grow your family’s legacy for more than 100 years.</p> <p><a href="/content/dam/ey-unified-site/ey-com/en-us/services/tax/documents/ey-foas-slipsheet-governance-sept-2023-2308-4318671.pdf">Learn more</a></p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> <div class="separator"> <div class="cmp-separator"> <hr class="cmp-separator__horizontal-rule"/> </div></div> </div> </div> </div> </li> <li data-up-hook-accordion="[items]" id="accordion-70188e0464-item-500b48c441" class="up-accordion__item"> <h3 class="up-accordion__header"> <button id="accordion-70188e0464-item-500b48c441-button" class="up-accordion__header-button" aria-controls="accordion-70188e0464-item-500b48c441-panel" aria-expanded="false" data-up-hook-accordion="[buttons]"> <span class="up-accordion__header-button-title">Managed services</span> <span class="up-accordion__header-button-icon"> </span> </button> </h3> <div data-up-hook-accordion="[panels]" id="accordion-70188e0464-item-500b48c441-panel" class="up-accordion__panel" role="region" aria-labelledby="accordion-70188e0464-item-500b48c441-button" aria-hidden="true" inert><div class="container responsivegrid"> <div id="container-500b48c441" class="cmp-container"> <div class="rich-text text"><div data-cmp-data-layer="{"rich-text-1cecd9535c":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2024-06-17T15:15:28Z","xdm:text":"<p>Family enterprise tax and finance departments are being impacted by legislation, technology disruption and evolving skills requirements. To achieve efficiencies, they’re exploring alternative sourcing, from discrete services to complete outsourcing.&nbsp;Managed&nbsp;Services&nbsp;uses&nbsp;a technology-driven delivery model that pairs highly skilled resources with leading-class processes to help companies achieve their strategic vision. Managed&nbsp;Services includes:</p>\r\n<ul>\r\n<li>Delivery services: compliance and workflow streamlining support that creates efficiencies and reduces fixed costs.</li>\r\n<li>Technology: platforms that enable enhanced analytics, greater visibility and control over tax data.</li>\r\n<li>Governance and risk management: global and regional knowledge and experience to navigate tax governance and controversy.</li>\r\n<li>Talent: professionals in multiple disciplines empowering organizations through tax operation and planning experience.</li>\r\n<li>Data: comprehensive data management and analytics to support tax decision-making.</li>\r\n<li>Tax transformation: services in the operating-model space, with optimal infrastructure, technology, and scale.</li>\r\n</ul>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read more" data-up-translation-read-less="Read less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <p>Family enterprise tax and finance departments are being impacted by legislation, technology disruption and evolving skills requirements. To achieve efficiencies, they’re exploring alternative sourcing, from discrete services to complete outsourcing. Managed Services uses a technology-driven delivery model that pairs highly skilled resources with leading-class processes to help companies achieve their strategic vision. Managed Services includes:</p> <ul><li>Delivery services: compliance and workflow streamlining support that creates efficiencies and reduces fixed costs.</li><li>Technology: platforms that enable enhanced analytics, greater visibility and control over tax data.</li><li>Governance and risk management: global and regional knowledge and experience to navigate tax governance and controversy.</li><li>Talent: professionals in multiple disciplines empowering organizations through tax operation and planning experience.</li><li>Data: comprehensive data management and analytics to support tax decision-making.</li><li>Tax transformation: services in the operating-model space, with optimal infrastructure, technology, and scale.</li></ul> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> <div class="separator"> <div class="cmp-separator"> <hr class="cmp-separator__horizontal-rule"/> </div></div> </div> </div> </div> </li> </ul> </div> </div> <div class="separator aem-GridColumn--default--none aem-GridColumn aem-GridColumn--default--8 aem-GridColumn--offset--default--2"> <div class="cmp-separator"> <hr class="cmp-separator__horizontal-rule"/> </div></div> <div class="rich-text text aem-GridColumn--default--none aem-GridColumn--tablet-landscape--12 aem-GridColumn--tablet-portrait--none aem-GridColumn--offset--tablet-portrait--0 aem-GridColumn--offset--default--2 aem-GridColumn--offset--mobile--0 aem-GridColumn--tablet-portrait--12 aem-GridColumn--mobile--none aem-GridColumn aem-GridColumn--default--8 aem-GridColumn--tablet-landscape--none aem-GridColumn--offset--tablet-landscape--0 aem-GridColumn--mobile--12"><div data-cmp-data-layer="{"rich-text-f3227e16cf":{"@type":"ey-unified-site/components/rich-text","repo:modifyDate":"2023-07-24T17:36:22Z","xdm:text":"<h2>Why choose EY Family Office Advisory Services?</h2>\r\n<p>Our Family Office Advisory Services practice professionals have the depth of skills, knowledge and experience to bring a high level of quality in support of our clients. Leading practices guide our work, including a defined control environment, regular and recurring risk assessment, and dual controls to maintain quality.</p>\r\n\r\n<p>We are recognized as a trusted advisor to the world’s largest family businesses. The EY organization serves 93% of the world’s top 500 family businesses and has helped enable families to succeed for generations during the last 100 years.</p>\r\n"}}" data-up-is="rich-text" data-up-translation-read-more="Read more" data-up-translation-read-less="Read less" data-up-translation-aria-label-read-more="Read more button, press enter to activate, or use Up arrow key to learn more about this content" data-up-translation-aria-label-read-less="Read less button, press enter to activate, or use Up arrow key to learn more about this content" class="up-rich-text cmp-text" data-up-analytics="rich-text"> <div class="up-rich-text__container" data-up-hook-rich-text="richTextContainer"> <div class="up-rich-text__container-content" data-up-hook-rich-text="richTextContent"> <h2>Why choose EY Family Office Advisory Services?</h2> <p>Our Family Office Advisory Services practice professionals have the depth of skills, knowledge and experience to bring a high level of quality in support of our clients. Leading practices guide our work, including a defined control environment, regular and recurring risk assessment, and dual controls to maintain quality.</p> <p>We are recognized as a trusted advisor to the world’s largest family businesses. The EY organization serves 93% of the world’s top 500 family businesses and has helped enable families to succeed for generations during the last 100 years.</p> </div> </div> <button class="rich-text__read-more-btn rich-text__button--hidden" data-up-hook-rich-text="richTextReadMoreButton" aria-hidden="true" aria-label="Read more button, press enter to activate, or use Up arrow key to learn more about this content"> Read more </button> <button class="rich-text__read-less-btn" data-up-hook-rich-text="richTextReadLessButton" aria-hidden="true" aria-label="Read less button, press enter to activate, or use Up arrow key to learn more about this content"> Read less </button> </div> </div> </div> </div> </div> <div class="separator aem-GridColumn aem-GridColumn--default--12"> <div class="cmp-separator"> <hr class="cmp-separator__horizontal-rule"/> </div></div> <div class="container responsivegrid cmp-container--layout-1-2-2-2 theme-dual-dark cmp-container--theme-dark-accented cmp-container--component-e2e aem-GridColumn aem-GridColumn--default--12"> <div id="container-4d643002ea" class="cmp-container"> <div class="container responsivegrid theme-dark cmp-container--theme-dark cmp-container--component-e2e-right"> <div id="container-ba4112caf1" class="cmp-container"> <div class="aem-Grid aem-Grid--12 aem-Grid--default--12 "> <div class="upPromotionalBanner component up-promotional-banner--promo-side-by-side up-promotional-banner--left-align up-promotional-banner--stack-items-reverse aem-GridColumn aem-GridColumn--default--12"> <div class="up-promotional-banner up-promotional-banner--text" data-up-is="promotional-banner" data-analytics-category="Promotional Banner"> <div class="up-promotional-banner__content"> <p class="up-promotional-banner__content-heading" role="heading" aria-level="3" data-analytics-label> Family Enterprise Business Services </p> <div class="up-promotional-banner__content-description" data-analytics-text-click> <p>Leveraging our proprietary methodologies and using our holistic approach to protect, grow and improve your family enterprise, we can work with you to develop and implement a plan for growth, capital strategy, generational transition and shareholder liquidity.</p> </div> <div class="up-promotional-banner__content-buttons"> <div class="up-promotional-banner__content-button up-promotional-banner__content-button--single-button"><div class="button"> <a class="up-button cmp-button " href="/en_us/services/tax/family-enterprise-business-services" data-cmp-clickable data-up-is="button" data-cmp-data-layer="{"button-fc66832e27":{"@type":"ey-unified-site/components/button","repo:modifyDate":"2024-03-22T16:07:25Z","dc:title":"Learn more","xdm:linkURL":"/en_us/services/tax/family-enterprise-business-services"}}" data-analytics-category="Button" data-button-type="cta" data-snippet-url="/content/ey-unified-site/ey-com/local/us/en_us/home/services/tax/family-enterprise-business-services.html" data-analytics-label="CTA Button" analytics-button-type="cta" data-analytics-button-click> <span class="cmp-button__text" data-analytics-action-value>Learn more</span> </a> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="container responsivegrid theme-dark cmp-container--theme-dark cmp-container--component-e2e-left"> <div id="container-cb5d2812e6" class="cmp-container"> <div class="aem-Grid aem-Grid--6 aem-Grid--default--6 "> <div class="upPromotionalBanner component up-promotional-banner--left-align up-promotional-banner--left-border aem-GridColumn--default--none aem-GridColumn aem-GridColumn--default--6 aem-GridColumn--offset--default--0"> <div class="up-promotional-banner up-promotional-banner--text" data-up-is="promotional-banner" data-analytics-category="Promotional Banner"> <div class="up-promotional-banner__content"> <p class="up-promotional-banner__content-heading" role="heading" aria-level="3" data-analytics-label> EY Americas Family Office Guide </p> <div class="up-promotional-banner__content-description" data-analytics-text-click> <p>Family offices are complex organizations that require deep knowledge. This guide provides leading practices for setting up and running successful family offices.</p> <p> </p> </div> <div class="up-promotional-banner__content-buttons"> <div class="up-promotional-banner__content-button up-promotional-banner__content-button--single-button"><div class="button"> <a class="up-button cmp-button " href="/en_us/tax/family-office-advisory-services-ey-americas-family-office-guide" data-cmp-clickable data-up-is="button" data-cmp-data-layer="{"button-584e8dccf3":{"@type":"ey-unified-site/components/button","repo:modifyDate":"2024-04-09T14:44:19Z","dc:title":"Request here","xdm:linkURL":"/en_us/tax/family-office-advisory-services-ey-americas-family-office-guide"}}" data-analytics-category="Button" data-button-type="cta" data-snippet-url="/content/ey-unified-site/ey-com/local/us/en_us/home/campaigns/tax/family-office-advisory-services-ey-americas-family-office-guide.html" data-analytics-label="CTA Button" analytics-button-type="cta" data-analytics-button-click> <span class="cmp-button__text" data-analytics-action-value>Request here</span> </a> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="separator aem-GridColumn aem-GridColumn--default--12"> <div class="cmp-separator"> <hr class="cmp-separator__horizontal-rule"/> </div></div> <div class="upContentGrid component aem-GridColumn--default--none aem-GridColumn aem-GridColumn--default--12 aem-GridColumn--offset--default--0"><div> <div class="up-content-grid up-content-grid--default" id="up-content-grid-1e50f638f9" data-up-is="content-grid" data-up-analytics="content-grid" data-up-total-item-count="9"> <h2 class="up-content-grid__title">Our latest thinking</h2> <div class="up-content-grid__list" data-up-hook-content-grid="list"> <div class="up-content-grid__list-item " data-up-hook-content-grid="[listItem]"> <a class="up-content-grid__list-item-image-link" aria-hidden="true" href="/en_us/insights/family-enterprise/why-family-offices-need-refreshed-operating-models" tabindex="-1"> <img class="up-content-grid__list-item-image" src="/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-business-leaders-posing-by-factory-gate-back-view.jpg" srcset="/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-business-leaders-posing-by-factory-gate-back-view.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-business-leaders-posing-by-factory-gate-back-view.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-business-leaders-posing-by-factory-gate-back-view.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="Why family offices need refreshed operating models"/> </a> <div class="up-content-grid__list-item-details"> <p class="up-content-grid__list-item-title"> <a class="up-content-grid__list-item-title-link" href="/en_us/insights/family-enterprise/why-family-offices-need-refreshed-operating-models">Why the family office of the future needs refreshed operating models</a> </p> <p class="up-content-grid__list-item-description"> Tech and talent need highlight opportunities for family offices to evolve, Wharton Global Family Alliance survey shows. Here are actions to take today. </p> <i class="up-content-grid__list-item-event-icon" aria-hidden="true"></i> <div class="up-content-grid__list-item-tagline"> <template data-up-hook-content-grid="[userFacingDateTemplate]"> <div data-up-translation-localtime-label="your local time" data-up-date-user="2024-09-30T00:00:00.000Z"></div> </template> <span data-up-hook-content-grid="userFacingDate" class="up-content-grid__list-item-tagline-publish-date"></span> <a class="up-content-grid__list-item-tagline-author-link" href="/en_us/people/robert-a-stover">Robert (Bobby) Stover, Jr.</a> <span class="up-content-grid__list-item-tagline-authors-count" title="CatherineFankhauser, PaulMcKibbin">+ 2</span> </div> </div> </div> <div class="up-content-grid__list-item " data-up-hook-content-grid="[listItem]"> <a class="up-content-grid__list-item-image-link" aria-hidden="true" href="/en_us/insights/family-enterprise/how-a-family-office-can-support-family-needs" tabindex="-1"> <img class="up-content-grid__list-item-image" src="/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-family-meeting-with-realtor.jpg" srcset="/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-family-meeting-with-realtor.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-family-meeting-with-realtor.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-family-meeting-with-realtor.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="Family meeting with realtor"/> </a> <div class="up-content-grid__list-item-details"> <p class="up-content-grid__list-item-title"> <a class="up-content-grid__list-item-title-link" href="/en_us/insights/family-enterprise/how-a-family-office-can-support-family-needs">How a family office can support family needs</a> </p> <p class="up-content-grid__list-item-description"> From wealth management to succession planning, embedded and single family offices can strategically coordinate needed services. Read more. </p> <i class="up-content-grid__list-item-event-icon" aria-hidden="true"></i> <div class="up-content-grid__list-item-tagline"> <template data-up-hook-content-grid="[userFacingDateTemplate]"> <div data-up-translation-localtime-label="your local time" data-up-date-user="2024-05-08T00:00:00.000Z"></div> </template> <span data-up-hook-content-grid="userFacingDate" class="up-content-grid__list-item-tagline-publish-date"></span> <a class="up-content-grid__list-item-tagline-author-link" href="/en_us/people/catherine-fankhauser">Catherine Fankhauser</a> </div> </div> </div> <div class="up-content-grid__list-item up-content-grid__list-item--podcast " data-up-hook-content-grid="[listItem]"> <a class="up-content-grid__list-item-image-link" aria-hidden="true" href="/en_us/media/podcasts/2024/05/how-family-businesses-can-prepare-for-cyber-attacks" tabindex="-1"> <img class="up-content-grid__list-item-image" src="/content/dam/ey-unified-site/ey-com/en-us/generic/images/ey-logo-black.jpg" srcset="/content/dam/ey-unified-site/ey-com/en-us/generic/images/ey-logo-black.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/ey-unified-site/ey-com/en-us/generic/images/ey-logo-black.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/ey-unified-site/ey-com/en-us/generic/images/ey-logo-black.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="EY logo"/> </a> <div class="up-content-grid__list-item-details"> <p class="up-content-grid__list-item-title"> <a class="up-content-grid__list-item-title-link" href="/en_us/media/podcasts/2024/05/how-family-businesses-can-prepare-for-cyber-attacks">How family businesses can prepare for cybersecurity threats</a> </p> <p class="up-content-grid__list-item-description"> Family businesses are attractive targets for cybercriminals. Learn more about proactive measures that family businesses can take against cyber attacks. </p> <i class="up-content-grid__list-item-event-icon" aria-hidden="true"></i> <div class="up-content-grid__list-item-tagline"> <template data-up-hook-content-grid="[userFacingDateTemplate]"> <div data-up-translation-localtime-label="your local time" data-up-page-category="event_Podcast" data-up-date-user="2024-02-12T08:55:00.000Z"></div> </template> <span data-up-hook-content-grid="userFacingDate" class="up-content-grid__list-item-tagline-publish-date"></span> <span class="up-content-grid__list-item-tagline-duration">1h</span> </div> </div> </div> <div class="up-content-grid__list-item " data-up-hook-content-grid="[listItem]"> <a class="up-content-grid__list-item-image-link" aria-hidden="true" href="/en_us/insights/family-enterprise/how-family-offices-can-maximize-the-upside-of-tech-and-minimize" tabindex="-1"> <img class="up-content-grid__list-item-image" src="/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-happy-coworkers-discuss-project-strategy.jpg" srcset="/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-happy-coworkers-discuss-project-strategy.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-happy-coworkers-discuss-project-strategy.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-happy-coworkers-discuss-project-strategy.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="ey happy coworkerss discuss projects"/> </a> <div class="up-content-grid__list-item-details"> <p class="up-content-grid__list-item-title"> <a class="up-content-grid__list-item-title-link" href="/en_us/insights/family-enterprise/how-family-offices-can-maximize-the-upside-of-tech-and-minimize">How family offices can maximize the upside of tech and minimize risk</a> </p> <p class="up-content-grid__list-item-description"> 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. </p> <i class="up-content-grid__list-item-event-icon" aria-hidden="true"></i> <div class="up-content-grid__list-item-tagline"> <template data-up-hook-content-grid="[userFacingDateTemplate]"> <div data-up-translation-localtime-label="your local time" data-up-date-user="2024-02-06T00:00:00.000Z"></div> </template> <span data-up-hook-content-grid="userFacingDate" class="up-content-grid__list-item-tagline-publish-date"></span> <a class="up-content-grid__list-item-tagline-author-link" href="/en_us/people/catherine-fankhauser">Catherine Fankhauser</a> </div> </div> </div> <div class="up-content-grid__list-item " data-up-hook-content-grid="[listItem]"> <a class="up-content-grid__list-item-image-link" aria-hidden="true" href="/en_us/insights/family-enterprise/seven-capital-planning-questions-for-family-businesses" tabindex="-1"> <img class="up-content-grid__list-item-image" src="/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-businesswoman-leading-meeting-answering-audience-questions.jpg" srcset="/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-businesswoman-leading-meeting-answering-audience-questions.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-businesswoman-leading-meeting-answering-audience-questions.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-businesswoman-leading-meeting-answering-audience-questions.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="ey businesswoman leading meeting answering audience"/> </a> <div class="up-content-grid__list-item-details"> <p class="up-content-grid__list-item-title"> <a class="up-content-grid__list-item-title-link" href="/en_us/insights/family-enterprise/seven-capital-planning-questions-for-family-businesses">Seven capital planning questions for family businesses</a> </p> <p class="up-content-grid__list-item-description"> In a tough capital-raising environment, family enterprises are revising their approach to budgeting, forecasting and financial decisions. Read more. </p> <i class="up-content-grid__list-item-event-icon" aria-hidden="true"></i> <div class="up-content-grid__list-item-tagline"> <template data-up-hook-content-grid="[userFacingDateTemplate]"> <div data-up-translation-localtime-label="your local time" data-up-date-user="2024-01-19T00:00:00.000Z"></div> </template> <span data-up-hook-content-grid="userFacingDate" class="up-content-grid__list-item-tagline-publish-date"></span> <a class="up-content-grid__list-item-tagline-author-link" href="/en_us/people/james-bly">James Bly</a> <span class="up-content-grid__list-item-tagline-authors-count" title="GenePeck">+ 1</span> </div> </div> </div> <div class="up-content-grid__list-item " data-up-hook-content-grid="[listItem]"> <a class="up-content-grid__list-item-image-link" aria-hidden="true" href="/en_us/insights/family-enterprise/family-offices-need-broader-risk-mindsets" tabindex="-1"> <img class="up-content-grid__list-item-image" src="/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-business-people-meeting-urban.jpg" srcset="/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-business-people-meeting-urban.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-business-people-meeting-urban.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/ey-unified-site/ey-com/en-us/insights/family-enterprise/images/ey-business-people-meeting-urban.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="EY Business People Meeting Urban"/> </a> <div class="up-content-grid__list-item-details"> <p class="up-content-grid__list-item-title"> <a class="up-content-grid__list-item-title-link" href="/en_us/insights/family-enterprise/family-offices-need-broader-risk-mindsets">How family offices can broaden their risk mindset in a volatile time</a> </p> <p class="up-content-grid__list-item-description"> 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. </p> <i class="up-content-grid__list-item-event-icon" aria-hidden="true"></i> <div class="up-content-grid__list-item-tagline"> <template data-up-hook-content-grid="[userFacingDateTemplate]"> <div data-up-translation-localtime-label="your local time" data-up-date-user="2023-10-13T00:00:00.000Z"></div> </template> <span data-up-hook-content-grid="userFacingDate" class="up-content-grid__list-item-tagline-publish-date"></span> <a class="up-content-grid__list-item-tagline-author-link" href="/en_us/people/paul-mckibbin">Paul McKibbin</a> </div> </div> </div> <div class="up-content-grid__list-item " data-up-hook-content-grid="[listItem]"> <a class="up-content-grid__list-item-image-link" aria-hidden="true" href="/en_us/insights/private-business/how-to-manage-risks-and-protect-family-offices" tabindex="-1"> <img class="up-content-grid__list-item-image" src="/content/dam/ey-unified-site/ey-com/en-us/insights/private-business/images/ey-silhouettes-of-people-at-a-meeting.jpg" srcset="/content/dam/ey-unified-site/ey-com/en-us/insights/private-business/images/ey-silhouettes-of-people-at-a-meeting.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/ey-unified-site/ey-com/en-us/insights/private-business/images/ey-silhouettes-of-people-at-a-meeting.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/ey-unified-site/ey-com/en-us/insights/private-business/images/ey-silhouettes-of-people-at-a-meeting.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="Silhouettes of people sitting at the table"/> </a> <div class="up-content-grid__list-item-details"> <p class="up-content-grid__list-item-title"> <a class="up-content-grid__list-item-title-link" href="/en_us/insights/private-business/how-to-manage-risks-and-protect-family-offices">How to manage risks and protect family offices</a> </p> <p class="up-content-grid__list-item-description"> Single family offices should implement a risk framework and management system to recognize potential areas of concern. Learn more. </p> <i class="up-content-grid__list-item-event-icon" aria-hidden="true"></i> <div class="up-content-grid__list-item-tagline"> <template data-up-hook-content-grid="[userFacingDateTemplate]"> <div data-up-translation-localtime-label="your local time" data-up-date-user="2023-01-01T00:00:00.000Z"></div> </template> <span data-up-hook-content-grid="userFacingDate" class="up-content-grid__list-item-tagline-publish-date"></span> <a class="up-content-grid__list-item-tagline-author-link" href="/en_us/people/robert-a-stover">Robert (Bobby) Stover, Jr.</a> </div> </div> </div> <div class="up-content-grid__list-item " data-up-hook-content-grid="[listItem]"> <a class="up-content-grid__list-item-image-link" aria-hidden="true" href="/en_us/insights/tax/planning-considerations-for-high-net-worth-individuals" tabindex="-1"> <img class="up-content-grid__list-item-image" src="/content/dam/ey-unified-site/ey-com/en-gl/insights/tax/images/ey-family-walking-with-bicycles-in-woods.jpg" srcset="/content/dam/ey-unified-site/ey-com/en-gl/insights/tax/images/ey-family-walking-with-bicycles-in-woods.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/ey-unified-site/ey-com/en-gl/insights/tax/images/ey-family-walking-with-bicycles-in-woods.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/ey-unified-site/ey-com/en-gl/insights/tax/images/ey-family-walking-with-bicycles-in-woods.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="Family walking with bicycles in woods"/> </a> <div class="up-content-grid__list-item-details"> <p class="up-content-grid__list-item-title"> <a class="up-content-grid__list-item-title-link" href="/en_us/insights/tax/planning-considerations-for-high-net-worth-individuals">Top four wealth planning considerations for high net worth individuals</a> </p> <p class="up-content-grid__list-item-description"> A changing financial landscape and a global pandemic have led wealthy individuals to review succession, purpose, tax and global mobility. 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data-up-hook-the-team="[members]"> <a class="up-the-team__member-profile" href="/en_us/people/robert-a-stover"> <div class="up-the-team__image-wrapper" aria-hidden="true"> <div class="up-the-team__image"> <img class="up-the-team__image-image" src="/content/dam/content-fragments/ey-unified-site/ey-com/people/global/en/images/r/ey-bobby-stover-meta.jpg" srcset="/content/dam/content-fragments/ey-unified-site/ey-com/people/global/en/images/r/ey-bobby-stover-meta.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/content-fragments/ey-unified-site/ey-com/people/global/en/images/r/ey-bobby-stover-meta.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/content-fragments/ey-unified-site/ey-com/people/global/en/images/r/ey-bobby-stover-meta.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="Photographic portrait of Robert (Bobby) Stover, Jr."/> </div> </div> <div class="up-the-team__member-info"> <h3 class="up-the-team__member-name"> Robert (Bobby) Stover, Jr. </h3> <div class="up-the-team__member-title" data-up-hook-the-team="[titles]">EY Americas Family Enterprise and Family Office Leader</div> <div class="up-the-team__member-description">Leader and advisor in supporting family enterprises to achieve their ambition and secure their family legacy for generations. Regular instructor and speaker on topics relevant to family enterprises.</div> <div class="up-the-team__member-localization" data-up-hook-the-team="[localizations]"> Dallas, USA </div> </div> </a> </div> <div class="up-the-team__member" data-up-hook-the-team="[members]"> <a class="up-the-team__member-profile" href="/en_us/people/catherine-fankhauser"> <div class="up-the-team__image-wrapper" aria-hidden="true"> <div class="up-the-team__image"> <img class="up-the-team__image-image" src="/content/dam/content-fragments/ey-unified-site/ey-com/people/local/en_us/images/c/ey-catherine-fankhauser-meta-v1.jpg" srcset="/content/dam/content-fragments/ey-unified-site/ey-com/people/local/en_us/images/c/ey-catherine-fankhauser-meta-v1.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/content-fragments/ey-unified-site/ey-com/people/local/en_us/images/c/ey-catherine-fankhauser-meta-v1.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/content-fragments/ey-unified-site/ey-com/people/local/en_us/images/c/ey-catherine-fankhauser-meta-v1.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="Photographic portrait of Catherine Fankhauser"/> </div> </div> <div class="up-the-team__member-info"> <h3 class="up-the-team__member-name"> Catherine Fankhauser </h3> <div class="up-the-team__member-title" data-up-hook-the-team="[titles]">Partner, Family Office Advisory Services, Ernst & Young LLP</div> <div class="up-the-team__member-description">Passionate about working with family offices to navigate organizational change. Third generation of a private family business. Girl mom and enthusiastic cook.</div> <div class="up-the-team__member-localization" data-up-hook-the-team="[localizations]"> Dallas, USA </div> </div> </a> </div> <div class="up-the-team__member" data-up-hook-the-team="[members]"> <a class="up-the-team__member-profile" href="/en_us/people/paul-mckibbin"> <div class="up-the-team__image-wrapper" aria-hidden="true"> <div class="up-the-team__image"> <img class="up-the-team__image-image" src="/content/dam/content-fragments/ey-unified-site/ey-com/people/local/en_us/images/p/ey-paul-mckibbin-meta.jpg" srcset="/content/dam/content-fragments/ey-unified-site/ey-com/people/local/en_us/images/p/ey-paul-mckibbin-meta.jpg.transform/up-img-width-small-screen/img.jpg 1x,/content/dam/content-fragments/ey-unified-site/ey-com/people/local/en_us/images/p/ey-paul-mckibbin-meta.jpg.transform/up-img-width-large-screen/img.jpg 2x,/content/dam/content-fragments/ey-unified-site/ey-com/people/local/en_us/images/p/ey-paul-mckibbin-meta.jpg.transform/up-img-width-xlarge-screen/img.jpg 3x" alt="Photographic portrait of Paul McKibbin"/> </div> </div> <div class="up-the-team__member-info"> <h3 class="up-the-team__member-name"> Paul McKibbin </h3> <div class="up-the-team__member-title" data-up-hook-the-team="[titles]">Americas EY Private Family Office Advisory Services Managing Director</div> <div class="up-the-team__member-description">Committed to understanding and influencing the ever-changing information architecture of the family office. 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