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Dallas, United States
Bobby has more than 30 years of experience advising family businesses, their owners and family members on how to protect, grow and improve family enterprises, while dealing with the complex issues of business succession and governance. Additionally, he has extensive experience setting up family offices and philanthropic structures.
Bobby was named a FamCap 50 Top Advisor and a Top 100 Family Influencer by Family Capital Publishing. He is a sought-after contributor for financial, business and family enterprise media outlets and a regular instructor and speaker in North America and abroad on business succession and wealth transfer issues.
Bobby holds a Bachelor of Business Administration in Accounting from the University of New Mexico Anderson School of Management and is a certified public accountant in New Mexico and Texas.
He is a member of the American Institute of Certified Public Accountants, New Mexico Society of CPAs and Texas Society of CPAs.
How Bobby is building a better working world
"My primary focus is to support family legacy and advise family enterprises, their owners and family members on how to protect, grow and preserve their wealth, while, in turn dealing with the complex issues of succession, governance, and taxes.
I work closely with EY leaders around the globe to create fully integrated offerings for both the family and the business, wherever they may reside".