Who Are We?

  • Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs.
  • We do not sell products or accept commission income. We serve as our clients’ advocates. We work only for our clients.
  • Since 1984, our firm has delivered independent, objective, and comprehensive financial advice for wealthy families, and we continue to be a thought leader in the field.  Read more about how we got started.

How we can help you


Important Disclosures