EY is proud to be a gold sponsor of the 57th Heckerling Institute on Estate Planning, which brings together leading minds in wealth transfer planning to discuss how individuals can plan effectively in the currently evolving and unpredictable legal and economic environment.
Learn how EY can support your unique wealth transfer needs
Wealth transition advisory services
We work with family-owned, privately held businesses and individuals to support successful generational and wealth transitions.
Family Enterprise Business Services
EY Family Enterprise Business Services is designed to help enterprising families grow larger, more valuable businesses that will last.
Family Office Advisory Services
Family offices face challenges that distinguish them from other entities — challenges that, if not addressed, can reduce wealth, jeopardize family unity or derail the family’s legacy.
Fiduciary/Trust & Estate Accounting Services
FTEAS is a national practice preparing fiduciary/court accountings for banks, trust companies, law firms, family offices and professional and individual trustees and executors across the country.
Fiduciary/Trust Tax Services
Fiduciary tax and information reporting compliance obligations are significant — and growing in complexity. Our team provides trust tax and information reporting compliance services for organizations that use a trust accounting platform.
Estate and trust valuation services
We provide advisory and valuation support to family offices, estates and trusts with regard to succession planning, tax planning, and estate and gift tax filings.
