Speaker Series: BanyanGlobal Family Business Advisors, Nick Di Loreto

Join us for a special conversation with Nick Di Loreto, Partner at BanyanGlobal Family Business Advisors, for an early look at ideas from BanyanGlobal’s forthcoming book on building enduring family enterprises.

BanyanGlobal Family Business Advisors is a leading advisory firm focused exclusively on helping multigenerational families navigate ownership, governance, succession, and long-term continuity for their enterprises.

Nick will share emerging frameworks and research on:

- The future of family enterprise ownership and governance
- How entrepreneurial families sustain momentum across generations
- Strategic decision-making models and owner strategy design
- Evolving roles across family, ownership, and operating systems
- Balancing growth, liquidity, and control in a rapidly changing world

This session offers a behind-the-scenes window into the development of fresh thinking at the frontier of family enterprise strategy with an opportunity to engage directly in the ideas shaping the field.

We’ll wrap with an interactive Q&A drawing on themes from the pre-reads, including:

- When and how to join the family business
- Drivers of longevity in multigenerational firms
- The five owner roles and why role clarity matters

Come ready to learn, question, and contribute to a thoughtful dialogue on what it takes to steward a family enterprise across generations.

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