BanyanGlobal Spotlight Series
Insights and Advice for Family Business Owners
Turn here for our best ideas, practical guidance, and essential resources to help you navigate the challenges your family business may face. Whether you feel like listening to a podcast, watching a video, or reading a Q&A, we’ve got something for you. And many of our resources share complementary expertise and advice from some of our most trusted peers outside of Banyan.
These resources will help you navigate the difficult decisions all family businesses face, putting you and your family on a path to successful ownership.
Our Spotlight Series focuses on:
Who We Are
We believe in the power of effective family ownership.
At BanyanGlobal we work with owners of shared family assets to help them navigate their critical decisions, such as during a generational transition. We understand that family ownership is deeply personal, rewarding, and challenging.
Founded in 2012, we are a boutique advisory firm of around 40 people. We are based in Boston, with an office in Brazil. Our partners are equity owners who make decisions to foster a multi- generational firm. Banyan has been named Family Business Advisory Practice of the Year at the STEP Private Client Awards three times since 2019, and two partners were chosen for the 2021 Spears Index List of Top Family Business Advisors.
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A tool to help owners
decide what they most value: Liquidity, Growth, or Control?
How do you start a conversation about purpose? Each generation may have a different answer, so it’s important to get on the same page.
For most owners, there are three questions to ask to help guide the tradeoffs and choices you are willing to make.