Bobby has over 25 years of experience serving family companies, specifically in the area of helping to resolve the personal, transitional and tax challenges faced by family businesses. He is a regular instructor and speaker at seminars on business succession and wealth transfer issues throughout the US, Latin America and Canada.
Bobby holds a Bachelors 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 advise 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. I also advise families on the set–up and structure of their family office and private foundations.
I work closely with our leaders around the globe to create fully integrated offerings for both the family and the business, wherever they may reside.”