High net worth individuals, families, professionals, retirees, business owners, executives, endowments and foundations select Banyan to manage their wealth. See how we’ve provided tailored solutions for our clients.
Over the course of his career, a busy senior executive has accumulated a concentrated stock position as part of his compensation. »
A successful professional in her 50s has $5 million in assets spread across 20 accounts with over five different institutions. »
After taking his company public, the founder of a successful business needs a personalized investment strategy to manage his assets. »
A family with four generations of living members has a trust with more than $50 million in assets that will be distributed in the coming year. »
A son in his late 60s owns a 50-year-old family business. His goal is to transition the business to the next generation. »
A family matriarch, who has been managing her family’s foundation for two decades, wants to transition duties to the next generation. »
An established family office, which serves a multi-generational family with assets of $100 million, has the majority of assets in trusts. »
A Family Foundation’s Board Members needed help redefining the Foundation’s mission and aligning its investments with the family’s goals. »
The Investment Committee of a local non-profit organization sought guidance in managing their investment portfolio. »
Clients