Kim Emberg | Ballentine Partners

Jennifer M. Eaton to speak on multi-family offices at SEFOF conference

09/11/2019

Later this month, Jennifer M. Eaton, Partner & Senior Client Advisor, will speak at the Southeastern Family Office Forum a session designed to help families better understand single and multi-family offices.

Roy Ballentine shares the importance of having a wealth management strategy

09/10/2019

This week, Roy Ballentine, our Executive Chairman & Founder, is scheduled to speak at Bob Veres’ Insider’s Forum on Wealth Management Strategy Development.

Ballentine Partners Moves Growing Florida Office

08/20/2019

We are happy to announce our Palm Beach Gardens office has expanded to a new space located on PGA Boulevard, nearly doubling its square footage. The new space provides employees with state-of-the-art work space to facilitate internal and external collaboration and communication, while providing room to grow.

Akeiva Thomas to speak at the FPA of MA’s NexGen Women’s Initiative event

08/20/2019

Our very own Akeiva Thomas, MSFP, CPA/PFS, Wealth Planning Associate, shares her insights on how to successfully enter the financial planning industry in the Career Transitions panel hosted by the Financial Planning Association of Massachusetts.

Older man showing something in his hand to a young girl, likely grandfather with grand daughter

Talking positively about Aging with Family Wealth Report

07/29/2019

Coventry Edwards-Pitt spoke with Joe Reilly about her book Aged Healthy, Wealthy & Wise.

Julie Pulda speaking at the Impact Capitalism Summit in Nantucket

07/01/2019

Julie Pulda, Impact Analyst, will be speaking at the Impact Capitalism Summit July 17-18 in Nantucket.

Leah Warren speaking at the 2019 Gearing Up Conference

06/01/2019

Senior Client Advisor Leah M. Warren, CFP®, is speaking at the 2019 Gearing Up conference tomorrow at Bentley University’s Center for Women and Business.

Drew McMorrow speaking at the FOX Wealth Advisor Forum

04/24/2019

President & CEO Drew McMorrow, MBA, CFP®, will be speaking at the Family Office Exchange Wealth Advisor Forum next Thursday, May 2.

Will Tickle speaking at the Impact Capitalism Summit in Denver

04/22/2019

Will Tickle, CFA, Partner, Senior Investment Advisor, & Director of Impact Investing, will be speaking at the Impact Capitalism Summit in Denver this week.

Book cover showing a boy riding a bicycle with an adult's hand on his back, Family Wealth Report

Raised Healthy, Wealthy & Wise featured in Money.com article on experts’ resources for raising financially fit kids

04/11/2019

Raised Healthy, Wealthy & Wise by Covie Edwards-Pitt, CFA, CFP®, was featured in the Money.com article “How to Teach Your Kids About Money — and Make Them WANT to Do Chores — According to Family Finance Experts”.