Bobby has over 27 years of experience serving family enterprises, to bypass disruption, grow more valuable enterprises and have successful generational transitions. He is a regular instructor and speaker at seminars on business succession, family office and wealth transition topics throughout the US, Latin America and Canada.
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".
