A decidedly human approach to managing wealth.TM
Read The Ballentine Book
We measure success not just as a financial outcome, but also as a human outcome.
Ballentine Partners is an independent multi-family office dedicated to serving clients at inflection points of wealth who are looking for a partner who takes a holistic approach to wealth management.
We have delivered client-centric planning and sophisticated investment advice for the past four decades. We are dedicated to serving client families worldwide and providing objective advice focused on our clients' best interests.
Our mission is to help families make smart decisions about their wealth.
We strive to give our clients the freedom to focus on the lives they want to lead and the legacies they want to create.
InvestingInvesting
With deep experience across market cycles, asset classes and geographies, our team uses a future focused approach to helping clients preserve and grow wealth.
WealthAdvisory
Wealth Advisory
Our approach to wealth management helps families define their goals, develop plans, and turn those plans into effective reality.
FamilyWell-Being
Family Well-Being
Some of our most meaningful work comes from helping families reconcile their financial abundance with the values and relationships that matter most in their lives. We share counterintuitive lessons our research has revealed about how to foster family success and well-being.
Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise.
*Assets under management (AUM) are assets for which we provide continuous and regular advice, supervisory, or management services. Assets under advisement (AUA) includes all Assets under management, plus other assets for which we provide advice and implementation services. As of 6/30/2024.