Like (0)

Bobby Stover

Like (0)

Partner, EY Americas Family Office Leader

Ernst & Young LLP

Bobby Stover is the EY Americas Family Office Leader. He advises family businesses, their owners and family members on how to grow and preserve their wealth while dealing with the complex issues of business succession, governance, income tax and transfer tax. Bobby also has extensive experience advising families on the setup and structure of family offices and private foundations. Bobby has over 26 years of experience serving family enterprises, 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. He 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

Tue Sep 29, 2:00 PM – 2:40 PM EDT / Wed Sep 30, 12:00 AM – 12:40 AM Your local time (40 min)

Main Stage Conference Introduction and Keynote Interview | Dr. Jodi L. Berg, CEO, Vitamix – Speaker

Conference introduction by Bobby Stover, Partner, EY Americas Family Office Leader, Ernst & Young LLP, and Bill Rock, President, MLR Media, followed immediately with the opening keynote interview with Dr. Jodi L. Berg, CEO, Vitamix.

Tue Sep 29, 3:30 PM – 4:05 PM EDT / Wed Sep 30, 1:30 AM – 2:05 AM Your local time (35 min)

Concurrent Workshop #1 | Family Office 101 – Speaker

Family Office 101. Do you need one? How do you determine which type of family office (embedded, single-family, multifamily, virtual) is right for you, and what range of services you need? What are some tips on interviewing multifamily offices and hiring single-family office staff? To what extend should family members be involved in the family office?

Wed Sep 30, 11:20 AM – 12:00 PM EDT / 9:20 PM – 10:00 PM Your local time (40 min)

Breakout Session #1 | How to Update and Stress Test Your Wealth Transition Plan

How to Update and Stress Test Your Wealth Transition Plan