Ballentine Partners, LLC
Ballentine Partners is an independent wealth management firm that provides comprehensive investment and financial advice to a select group of wealthy families and entrepreneurs. We do not sell products or accept commission income. We serve as our clients’ advocates and we work only for our clients.
Our firm was one of the first to offer independent, objective, and comprehensive advice to wealthy families. We continue to be a thought leader in the field. Today, we have over 50 employees serving 140+ families and advising on over $8 billion of assets (AUA). We specialize in structuring portfolios for taxable investors and managing all aspects of our clients’ financial lives. We have helped clients with everything from achieving better investment returns to preparing their children to successfully manage inherited wealth.
Our investment team focuses on risk management and identifying compelling investment opportunities. We are also experts on social impact investment strategies. Our wealth planning team is well-known for its sophisticated wealth planning strategies, our suite of family office services, and multi-generational client relationships. Services are available for families with investment assets between $3 million and about $20 million as well as for families requiring Family Office services and / or with investment assets of $20 million or more.