Dedicated to serving private investors
like you and your family
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.
At a certain level of wealth, money makes parenting harder, not easier. Raised Healthy, Wealthy & Wise breaks new ground in the field of raising children amid wealth by hearing from the success stories.
