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Ballentine Partners ranked by the Boston Business Journal’s list of Largest Independent Investment Advisors in MA

07/24/2015

Boston Business Journal included Ballentine Partners in their list of the Largest Independent Investment Advisers in Massachusetts, ranked by total assets under management as of June 1, 2015.

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Book cover showing a boy riding a bicycle with an adult's hand on his back, Family Wealth Report

Author Spotlight podcast with Coventry Edwards-Pitt

07/16/2015

Mike Consol of Real Assets Adviser interviewed Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, in their Author Spotlight on her book, “Raised Healthy, Wealthy & Wise.”

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Financial Times names Ballentine Partners in their list of the “Top 300 RIA” ranking

06/18/2015

The Financial Times published their 2015 list of the Top 300 Registered Investment Advisor and Ballentine Partners was listed for the second consecutive year.

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Will Braman, Real Assets Adviser, Wall Street Journal, WSJ, Stocks

The Wall Street Journal interviews Will Braman on the markets

06/09/2015

The Wall Street Journal interviewed Will Braman, Ballentine Partners’ Chief Investment Officer in their article “U.S. Stocks End Little Changed.”

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Seattle Foundation, Coventry Edwards-Pitt, Ballentine Partners, Raised Healthy Wealthy & Wise, Next-Generation, Philanthropy

The Seattle Foundation blogs about “Raised Healthy, Wealthy & Wise”

05/14/2015

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, and author of “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way,” was featured by the Seattle Foundation in their recent blog.

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Ballentine Partners Opens Florida Office

05/04/2015

Ballentine Partners, the Boston-based independent investment and wealth management firm, announced today the firm’s expansion into the Florida market with its new office, located in Palm Beach Gardens, Florida. Christopher Chandler, CFA, CAIA and Jennifer Eaton, JD, veterans of the wealth management industry, will head up the firm’s Florida team.

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William Tickle, CFA

Personal Gifting: The Journey from Impulsive to Strategic Gifts

04/15/2015

Family Office Exchange (FOX) featured William Tickle’s blog post about creating and implementing a strategy for personal gifting.

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Jayson DeAngelis, CFP®, Ownership

Ballentine Expands Ownership Team

03/12/2015

Please join us in congratulating Jayson DeAngelis as he joins the other members of our ownership team, bringing our partnership to employee ratio to 20%.

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Ballentine Partners logo

Bloomberg features Ballentine Partners and our tax-efficient investment strategy

02/09/2015

Several of the firm’s leaders discuss how taxes govern how we do everything and why tax efficiency is crucial.

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Tom Bullitt, CFP®, CFA, MFO

Financial Times speaks with Tom Bullitt about the MFO space

01/12/2015

Tom Bullitt discusses family office services and some of the benefits of working with a multi-family office.

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