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Your Ballentine team is individually designed to meet your specific needs yet holistically committed to a human approach to wealth management. Our experienced and long tenured family of employees work closely with you to understand your criteria for success and deliver the unbiased, holistic counsel needed to achieve it.

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Recent Insights

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  • Kelly Lora Ewart serving as panelist at UHNW Institute Symposium

    Head of Marketing Kelly Lora Ewart is serving as a panelist at the UHNW Institute Symposium in New York City.  The panel, titled “The Evolving Needs & Key Trends of the UHNW Family: Why Providing Integrated Wealth Management for Families of Wealth is Mandatory for the Firm of the Future,” will explore how wealthy families […]

    November 14, 2024

  • The Election.

    It matters. Just be cautious of repositioning an investment portfolio as if you know exactly how it matters. The people have spoken. At 5:34 AM The Associated Press declared Trump the winner of Wisconsin’s 10 electoral college votes, enough to push the former President past the 270-majority mark. While probably not officially meeting the definition […]

    November 6, 2024

  • Family Wealth Alliance Young Professionals Award Recipients

    We are proud to announce that Alexa Carbone and Jessica Minty have received the 2024 Family Wealth Alliance Young Professionals Award. The 2024 Young Professionals Awards honor the family wealth industry’s rising stars under 40 who have demonstrated success in their careers and made significant contributions to the industry. Judging panels make choices based on […]

    October 31, 2024