We created an impact report that organizes and articulates the work we are doing to be a more sustainable firm across all aspects of our business. We are publicly sharing our accomplishments and declaring our intentions so that all who care about our business; clients, employees, and our community can participate. We are excited with the progress we have made with our sustainability initiatives, and look forward to the future as technology, innovation, and hard work will lead to even greater improvements in how we run our business.

Click here to read our full Impact Report.

This report is the confidential work product of Ballentine Partners. Unauthorized distribution of this material is strictly prohibited. The information in this report is deemed to be reliable. Some of the conclusions in this report are intended to be generalizations. The specific circumstances of an individual’s situation may require advice that is different from that reflected in this report. Furthermore, the advice reflected in this report is based on our opinion, and our opinion may change as new information becomes available. Nothing in this presentation should be construed as an offer to sell or a solicitation of an offer to buy any securities. You should read the prospectus or offering memo before making any investment. You are solely responsible for any decision to invest in a private offering. The investment recommendations contained in this document may not prove to be profitable, and the actual performance of any investment may not be as favorable as the expectations that are expressed in this document. There is no guarantee that the past performance of any investment will continue in the future.