Ballentine Partners was honored to win the “Women in Wealth Management (Company contribution)” award at the Family Wealth Report Awards 2018 last night in New York City. Over half of our employees are women, including our senior leadership team, and we invest in all of our people to empower them to achieve their highest potential.

See the full list of winners at the Family Wealth Report Awards website.


Methodology provided by Family Wealth Report: the categories are focused around three main areas. Experts (individuals and teams), products and services (for wealth managers and clients/institutions of all sizes and types).To avoid any conflict of interest we have three judging panels. One panel of bankers/MFO’s who judge the trusted advisor categories. A second panel of trusted advisors who judge the MFO and banking categories and a third panel dedicated to judging the technology section. Our highly esteemed judges are listed [on our website].

Note: For the “Women in Wealth Management (company contribution)” award, Family Wealth Report had 8 nominations and 1 winner. No fee was paid to participate.

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Ballentine is engaged, or continues to be engaged, to provide investment advisory services.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see individual post as to participation data). No ranking or recognition should be construed as a current or past endorsement of Ballentine by any of its clients.  ANY QUESTIONS: Ballentine’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. 

You should not infer that the rankings and awards Ballentine Partners has received provide any guarantee or assurance that you will experience the results you desire to achieve by engaging us to provide advice or services.  All industry rankings and awards are based exclusively on information prepared and submitted by firms that decided to participate.  No ranking or award should be construed as a current or past endorsement of Ballentine Partners, LLC by any of our clients.  We will be glad to answer any questions you have regarding rankings and awards, including providing the criteria used for any ranking or award.