Ballentine Partners
Ballentine Partners is an independent multi-family office dedicated to providing a holistic approach to managing wealth. A client-centric investment and wealth management firm, Ballentine develops 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. 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. Ballentine builds customized investment solutions integrated with deep planning expertise focused on their clients’ best interests.
BALLENTINE IN NUMBERS
$9.9 Billion AUM
$21+ Billion AUA
119 Total employees
(as of 9/30/2023)
BALLENTINE PARTNERS CAPABILITIES
Private Investing. Access managers in private equity, private credit, real estate and infrastructure.
Impact. By investing in impact funds, you have the opportunity to support the growth of industries and technologies that are working to solve some of the world’s biggest challenges.
Public Investing. A comprehensive suite of public investing services, including equity, fixed income, and asset allocation strategies.
OCIO Services. A wide range of areas, including portfolio management, investment strategy, risk management, and compliance.
WEALTH ADVISORY
Estate planning
Real assets
Business planning
Human resources
Administrative services
Philanthropy
Tax Planning
Raised Healthy, Wealthy & Wise (2014) focuses on helping parents to raise grounded children amid wealth.
Aged Healthy, Wealthy & Wise (2017) centers on how to design a vibrant later life and leave a meaningful legacy.
Engaged Healthy, Wealthy & Wise (2023) offers a roadmap for inheritors and their significant others on how to navigate love and family wealth to forge their own joint path.