Ballentine Partners
Ballentine Partners is an independent multi-family office that helps families achieve their aspirations, build their legacy, and live the life they want to live. Since 1984, Ballentine has delivered client-centric planning and sophisticated investment advice for their clients. The firm operates as a client-centric investment and wealth management firm dedicated to integrity and independence, developing custom portfolios for each client with a particular focus on managing risk and identifying investment opportunities that will be compelling after taxes and after fees.
BALLENTINE IN NUMBERS
$11.2 Billion in assets under management
$23.3 Billion in assets under advisement
120 Total employees
As of June 30, 2024
ABOUT BALLENTINE PARTNERS
Ballentine Partners is a client-centric investment and wealth management firm serving high net worth individuals and multi-generational families.
Ballentine builds customized investment solutions integrated with deep planning expertise focused on their clients’ best interests.
The firm serves a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion.
The firm is headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide.
BALLENTINE CAPABILITIES
With deep experience across market cycles, asset classes and geographies, the firm uses a future focused approach to helping clients preserve and grow wealth.
Wealth Advisory.
The firm's approach to wealth management helps families define their goals, develop plans, and turn those plans into effective reality.
Family Well-Being.
The firm shares counterintuitive lessons their research has revealed about how to foster family success and well being.