July 10, 2014

News & Press

Financial Advisor IQ features Covie Edwards-Pitt’s new book, “Raised Healthy, Wealthy & Wise”

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, was featured in Financial Advisor IQ’s article, “Tales of ‘Healthy, Wealthy’ Inheritors.”

Recent Insights

Coventry Edwards-Pitt Speaking at Columbia Business School
Coventry Edwards-Pitt, Founder and Director of The Ballentine Partners Center for Family Well-being, will lead a session on “Trust in Relationships” as part of Columbia Business School’s Global Family Enterprise Program. This program has grown to be a global leader in family enterprise education and research, fostering insights and collaboration on topics related to family […]
March 24, 2025
Ballentine Partners is Proud to Sponsor The ACTEC Annual Meeting
Our Partners Jennifer M. Eaton and Elliot Rotstein, will attend the American College of Trust and Estate Counsel (ACTEC) Annual Meeting this week in Palm Springs, California. ACTEC is an organization committed to maintaining excellence in the trust and estate legal field and to continually improving the practice of trust and estate law. During this […]
March 19, 2025
Tariffs and DOGE Scary Headlines: Keep Calm and Carry On
Authored by Pete Chiappinelli, CFA, CAIA, Partner & Chief Investment Officer and Christopher C. Chandler, CFA, CAIA, Partner & Chief Investment Officer Summary Bullets: Market volatility is more likely driven by uncertainty in policies (which are hard to plan for) rather than actual economic damage. Scary headlines help sell advertising, but they may not be […]
March 14, 2025