Ballentine Partners, an exclusive client-centric investment and wealth management firm, celebrated the expansion of their Florida office to a larger space on PGA Boulevard in Palm Beach Gardens, Florida on Monday, August 19th.
This new office provides Ballentine employees with state-of-the art work space to facilitate internal and external collaboration and communication, while providing the company with further room for future expansion in the southeast.
“We are truly happy and excited about this new space,” said Drew McMorrow, Ballentine’s President & CEO. “We’re especially pleased to be able to move into a building with significantly more room while remaining in Palm Beach Gardens, where we opened our initial Florida location.”
The new Ballentine Partners Florida office is located at:
Financial Center at the Gardens
3801 PGA Blvd, Ste 810
Palm Beach Gardens, FL 33410
About Ballentine Partners
For over 30 years, our firm has delivered independent, objective, and comprehensive financial advice for wealthy families, and we continue to be a thought leader in the field. Today, we have over 85 employees serving more than 220 families, providing investment advice on over $7 billion* (AUM), as of 3/31/2019.
*As of 3/31/2019. Assets Under Management (AUM) are assets for which we provide continuous and regular advice, supervisory, or management services.