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Company

BanyanGlobal

Position

Founder

Senior adviser

Index

Generational Wealth & Family Business Advisers

Location

Boston

Advice type

Business succession planning

Complex family matters

Family businesses

Family governance

Philanthropy

Wealth preservation

Client type

Business owners

International UHNWs

UHNW families

Sector Focus

Consultancy

Josh Baron

Spear’s Review

Josh Baron’s work with family businesses began on the philanthropic side. After a stint at Bain & Company he worked for the Bridgespan Group, an organisation helping companies to increase their social impact. He then moved to a family business consultancy, where he met Rob Lachenaur, with whom he would found BanyanGlobal.

Banyan is an advisory service for the world’s leading family enterprises. It seeks to make them ‘more effective owners’ as they make important decisions and navigate significant transitions. 

‘I really believe in the power, the benefits, the impact that comes with family businesses,’ says Baron, who now holds a senior adviser role at Banyan alongside his position as a senior lecturer at Harvard Business School. ‘When they go right, it’s a much more sustainable form of capitalism.’

Rank: Recommended

Recommended 2025, Generational Wealth & Family Business Advisers

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