Stephan Roche

Stephan Roche, a Partner at BanyanGlobal and former senior executive for the Gates and Walton families, shares invaluable insights on managing family wealth. He delves into the three main investment models used by family offices and emphasizes the true edge being access, not size. Roche explains why starting with estate planning might be a mistake and offers a deep dive into private equity versus venture capital. Discover his views on aligning investments with family values, co-investing strategies, and the importance of multigenerational stewardship over mere wealth.

Meet Stephan Roche, a family office advisor and former CEO of Walton Enterprises who helps ultra-wealthy families with governance, philanthropy, and succession. He discusses navigating family dynamics, balancing purpose with wealth, diplomacy and compassion as leadership skills, and preparing the next generation to steward long-term wealth. Short, practical stories and leadership lessons throughout.