The latest moves and appointments in North America senior wealth management.

BanyanGlobal Family Business Advisors
BanyanGlobal Family Business Advisors has named two of its team, Judy Lin Walsh and Nick Di Loreto, as partners.

Judy Lin Walsh has specialized in working in complex family ownership systems to align the goals of the senior and next generations and to build effective and sustainable governance. She has clients spanning North America, Europe, and Asia. Walsh has written extensively for the Harvard Business Review, Trusts & Estates, and Family Business Magazine, with a focus on matters related to multi-generational family ownership and next generation development.

For the past decade, Di Loreto has helped guide families in North America, South America, Asia, Europe, and the Middle East to design their enterprise governance and plan for generational transition. Di Loreto, who has also been a facilitator at the Families in Business Program at Harvard Business School, has written for many leading publications including Family Business Magazine and Harvard Business Review, and speaks regularly on family business transition topics.