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A decidedly
human approach
to managing wealth

Read The Ballentine Book
Ballentine Partners Watermark

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 Culture

Our mission is to help families achieve their aspirations, build their legacy, and live the life they want to live.

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Investing

With deep experience across market cycles, asset classes and geographies, our team uses a future focused approach to helping clients preserve and grow wealth.

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Advisory

Wealth Advisory

Our approach to wealth management helps families define their goals, develop plans, and turn those plans into effective reality.

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Well-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 12/31/2024.