Watch as Elizabeth Thiessen, Head of Private Bank Family Office Solutions at Bank of America Private Bank, sat down with Stephan Roche, former CEO of Walton Enterprises, the family office for the Walton family. They discussed insights on stewarding wealth and developing family culture, in-sourcing and outsourcing decisions, family governance structures, encouraging multi-generational engagement and differences in running a family office versus a venture capital firm.
Presenting our expert panelists:
1 Stephan Roche is now a Partner at BanyanGlobal Family Business Advisors and was the CEO of SemperVirens Venture Capital at the time of the event recording, December 11, 2024.
Stephan Roche, BanyanGlobal Family Business Advisors, SemperVirens and Walton Enterprises are not affiliated with Bank of America Corporation. The opinions and views expressed do not necessarily reflect the opinions and views of Bank of America, or any of its affiliates.
