Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, talks with Investment News in “Organic growth is key to $4.8b firm’s success.”
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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. Our firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families 30 years ago, and we continue to be a thought leader in the field.
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