
How Families Govern, Allocate and Pass On Wealth | Stephan Roche, BanyanGlobal
Stephan Roche is the Managing Partner of BanyanGlobal Family Business Advisors, a Boston-based firm that has guided more than 250 family ownership groups across six continents on succession, governance and family office strategy since 2012.
Roche first worked with Banyan as a client, joined as a partner in 2025, and was elected Managing Partner in May 2026.
He previously served as CEO of Walton Enterprises, the Walton family office, and COO of Cascade Asset Management, the investment office for Bill Gates and the Gates Foundation.
As CEO of Sempervirens Fund, the venture firm that grew out of…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.