Company Description
Banyan is a premier consulting firm that specializes in helping the world’s most influential business families navigate some of the most challenging and rewarding transitions in their lives. Our clients are the owners of privately-held, family-owned or -controlled businesses, with revenues ranging from $100M to $30B a year.

Given the size and influence of their family enterprises, they face a myriad of complex governance, strategic, legal, tax, relationship, and emotional challenges. We partner with our clients to help them make difficult, long-lasting decisions that span their family, business, and ownership interests. We also work in concert with our clients’ existing legal, management, and investment teams.

Business families around the world seek Banyan’s services to help them preserve the jewel of their portfolios – be it an operating business, a family office, or a family foundation – and to maintain harmony across their family. Half of our clientele is located in North America. The rest are located in South America, the Middle East, Europe, and Asia. We build long-lasting, trusted relationships with our clients, advising them on everything from business strategy, portfolio allocation, governance design, to succession planning.

Our clients’ operating businesses span many industries, including manufacturing, luxury and consumer goods, industrial services, real estate, communications, and more. The issues they face, however, are often similar. Representative examples:

  • The Founder’s Dilemma: A true “rags to riches” story, the founder built a $500m business from the ground up. In his twilight years, he wondered, should I pass the business onto my three children, choose one to lead, or sell it now? Will they be able to work together to steward the business or will the process incite conflict?
  • Transform or Else: The business’s performance was stagnating. The family was as committed as ever and the business was as efficient as before, but something wasn’t working. The approach that had worked for decades wasn’t winning in the marketplace anymore. What kind of strategic changes did the owners need to make to evolve and thrive?
  • Locking Horns: Three equal owners in different stages of life were locking horns over what to do with the business. One wanted to invest everything back in the business, the other wanted to exit and diversify. The remaining owner was trapped in between two positions. Tensions were so high that the family could no longer come together for holidays. How do you manage conflict when you have fundamentally different positions? What is the way out when you’re “stuck”?

Our firm is world-class at helping owners manage generational transitions. Our people have authored ground-breaking books such as Generation to Generation, Competing Against Time, and Hardball. We regularly write for, and are quoted, in major media, including the Harvard Business Review, Wall Street Journal, and New York Times, and are sought-after industry experts at conferences and events.

Position Overview
The Principal role is central to the success of the firm. Principals bring personal and professional experience, along with academic training, to the content areas that our clients face: business, legal, tax, estate planning, group dynamics, family dynamics, project management, and conflict resolution, to name a few. Our Principals are deeply engaged with our clients, a role requiring a combination of exceptional emotional intelligence, discretion, neutrality, and confidentiality.

Our business is a senior, eye-to-eye model, where all members of our advisory team interact directly with senior generation and next generation owners. Client-facing teams generally consist of one Partner and one Principal, who act as the core team, bringing in other members of the firm on an as-needed basis. This intimate model allows our advisory team the opportunity to both learn from the expertise of our Partners and to build trusted relationships with some of the most influential business owners around the world.

As a Principal, you will organize and learn to lead workstreams across multiple clients.  You will be the day-to-day manager of the client engagement, working with Partners and other team members to recommend custom solutions for our clients that will enable their family business to transition and thrive.

United States

Reports To
People Committee and Managing Partner on assigned client projects

Days and Hours
Full-time, 40 hours per week, flexible.

Position is exempt and commensurate with experience; excellent benefits

Duties and Responsibilities

  • Build trusted relationships with clients
  • Lead workstreams in client engagements
  • Manage projects to ensure they are on-time, on-scope, and on-budget
  • Deliver client presentations, facilitate client meetings, and help clients implement recommendations
  • Structure, perform and oversee quantitative and qualitative analysis on core family, business, and ownership issues for clients
  • Provide support and direction to project team
  • Write high-impact proposals, assessment reports, presentations, and plans
  • Generate creative, action-oriented insights and recommendations
  • Contribute to Banyan’s knowledge capture and dissemination
  • Take on significant internal roles to build and support key firm activities (e.g., business development, research projects, recruiting)

Required Education, Experience, and Skills
Our work is interesting, challenging, and rewarding and also confidential and sensitive. Principals are in contact with family members who are often senior executives in the client family-owned and -controlled companies. Principals also interact with top non-family executives in the client companies.

Our ideal candidate will have the following qualifications:

  • Graduate degree from a leading institution (e.g. MBA, MPP, PhD, JD, etc.)
  • At least four years of consulting experience with a leading professional services firm, including process and project management; or equivalent experience
  • Prior working knowledge of family business practice; a track record of high achievement in academic and professional environments
  • Superior organization and time management skills, with the ability to manage multiple assignments concurrently and to arrange schedules and priorities to meet deadlines
  • Outstanding analytical and quantitative skills with a strong financial acumen; demonstrated ability to effectively use data of different types to drive insights
  • Excellent oral and written communication skills, and strong presentation skills; expertise with Microsoft Office Suite, especially PowerPoint
  • Exceptional interpersonal skills and demonstrated ability to build client relationships
  • Ability to work effectively with minimal supervision, showing initiative and flexibility to accommodate changes
  • Ability to generate leads and approach prospective clients
  • High level of emotional intelligence, including self-awareness, ability to manage conflict, and ability to empathize but stay neutral in client relationships
  • Ability to show discretion in dealing with sensitive information
  • Solid professional values with a mature, professional, and polished demeanor
  • Willingness to travel domestically and internationally

To apply, please send your resume and cover letter to

This job description is not intended to be all-inclusive. He or she may be requested to follow other instructions and to perform other duties requested by his or her supervisor, related to the work of the office.