What is a family office? 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?
In this session, you will learn:

What is a family office is and why or why not to have one
A framework for how to determine services a family office should offer
A framework to decide to build, buy or a combination of both

Speaker:  Bobby Stover, EY Americas Family Enterprise and Family Office Leader
Bobby Stover is EY Americas Family Enterprise and Family Office Leader. Bobby has over 29 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.