R. Adam Smith welcomes Bobby Stover, leader of Ernst & Young's Americas Family Enterprise and Family Office Business. Bobby shares his framework of four essential pillars for successful family enterprise longevity: growth strategy, company capitalization, shareholder liquidity, and generational transition strategy. The conversation explores how technology is blurring the lines between single and multi-family office structures, while examining ways family wealth offices balance growth objectives with maintaining legacy. Bobby's expertise helps families navigate succession planning, governance, and wealth preservation challenges.
Information
- Show
- FrequencyUpdated Biweekly
- PublishedNovember 28, 2024 at 6:45 AM UTC
- Length33 min
- Episode35
- RatingClean