Emily Cashman and Elliot Rotstein receive Young Professionals in Wealth Award

10/25/2022

We are pleased to announce that Emily Cashman and Elliot Rotstein are recipients of the 2022 Young Professionals in Family Wealth Awards.

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Coventry Edwards-Pitt was the featured speaker at Impact the Palm Beaches Legacy Society

09/28/2022

Long-time supporters of Impact The Palm Beaches, a philanthropic organization where women collectively give to non-profits in Palm Beach County, Ballentine Partners sponsored their Inaugural Legacy Reception.

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Aged Healthy, Wealthy & Wise is now available on Audible

09/28/2022

As the fall season beckons and a new school year begins, this is a great listen for anyone taking stock of things in their lives that may be worth reflecting on.

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The Ballentine Partners CFP Scholarship Application Window is Now Open

08/24/2022

We are thrilled to announce that the application window is now open for the Ballentine Partners Scholarship that aims to create a diverse financial planning profession. Ballentine Partners has committed to funding a $100,000 scholarship in partnership with the CFP Board’s Center for Financial Planning to help support Black and Latinx CFP® candidates working to complete the education coursework required to earn their CERTIFIED FINANCIAL PLANNER™ credential.

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