Ballentine Partners
Ballentine Partners is an independent multi-family office that provides comprehensive wealth management and investment advisory services to families seeking to build, preserve, and transfer wealth across generations. Founded in 1984, the firm has a long history of delivering client-focused planning and sophisticated investment advice tailored to each client’s goals. Ballentine operates as an independent, client-centric wealth management firm guided by principles of integrity and objectivity. The firm develops customized investment portfolios for every client, with a strong emphasis on risk management and identifying investment opportunities that are attractive on an after-tax and after-fee basis. With its focus on long-term planning, disciplined investment strategy, and personalized service, Ballentine Partners supports families in achieving their financial aspirations while building a lasting legacy.
ABOUT BALLENTINE PARTNERS
Ballentine Partners is a client-focused investment and wealth management firm serving high net worth individuals and multi-generational families.
The firm builds customized investment solutions integrated with comprehensive financial planning, always guided by clients’ best interests.
Ballentine serves a diverse client base that includes individual professionals and entrepreneurs with approximately $4 million in liquid assets, as well as multi-generational families with assets exceeding $1 billion.
Headquartered in the Boston area, the firm also maintains offices in Florida and New Hampshire and serves clients worldwide.
BALLENTINE INVESTING SOLUTIONS & SERVICES
Customized Portfolio Management – Ballentine develops bespoke investment portfolios tailored to each client’s objectives, time horizon, liquidity needs, and risk tolerance, ensuring alignment with long-term financial goals.
Multi-Asset Class Investing – The firm constructs diversified portfolios across multiple asset classes, which may include public equities, fixed income, and alternative investments, with the goal of balancing growth and risk.
Risk Management Focus – Risk management is a core element of Ballentine’s investment approach. The firm evaluates portfolio construction, asset allocation, and market exposure across different environments to help clients manage volatility and preserve capital.
Tax-Aware Investment Strategy – Ballentine emphasizes after-tax and after-fee returns by incorporating tax considerations into investment decisions, seeking to improve real outcomes for clients over time.
Independent Manager Selection – As an independent advisor, Ballentine evaluates and selects investment managers and strategies without proprietary product constraints, supporting objective and client-aligned investment decisions.
Ongoing Monitoring and Rebalancing – Client portfolios are actively monitored and reviewed to maintain alignment with investment objectives and evolving market conditions. Adjustments and rebalancing are made as needed to preserve discipline and consistency.