Bobby Stover
Partner, Americas Family Office Leader
EY
Bobby Stover is EY’s Americas Family Office Leader. His primary focus is on advising family businesses, their owners and family members on how to grow and preserve their wealth, while, in turn dealing with the complex issues of business succession, governance, income tax and transfer tax. Bobby also has extensive experience advising families on the set–up and structure of their family office and private foundations.
Bobby has over 26 years of experience serving family companies, specifically in the area of helping to resolve the personal, transitional and tax challenges faced by family businesses. Bobby is a regular instructor and speaker at seminars on business succession and wealth transfer issues throughout the US, Latin America and Canada and most recently presented Family Office 101 at the 2017 YPO Family Business Retreat, Creating Your Family Business Wealth Legacy at the 2018 Family Business Wealth Conference and Essentials of the Family Office for Estate Planners – A Primer on Functions, Structures and Related Issues.
SESSIONS
The Effects of Control on Wealth Transfer and Legacy Preservation – Moderator
Issues of control can be fundamental to an effective transfer of wealth that sets up future generations for success in life and work. Decisions made can reverberate for good or ill for generations. Should you try to preserve your legacy “from the grave,” and bind heirs to your wishes, or should you create a wealth transfer strategy that allows future generations flexibility to choose their own paths while avoiding an entitlement mentality? Panelists will look at the effects of this question on the business, the family, and on future generations, and offer lessons learned.