We often hear from our clients that the most meaningful aspect of our work with them involves their family. Our team is attuned to the considerable influences that wealth can have on parenting, child development, and family dynamics. We work closely with each client to help them harness wealth as a positive force in their lives and to structure plans and circumstances that foster each family member’s well-being.
For families sharing businesses, investment management, or philanthropic enterprises, we have extensive experience in helping family members work together to govern shared endeavors. We are adept at helping families uncover and align around common goals and shared long-term visions.
Healthy, Wealthy & Wise Collection
Our clients’ financial resources allow them to solve a number of problems in their lives. As a result, the questions that rise to the fore are the more complex human challenges, such as how do I make sure my wealth doesn’t spoil my child, or how do I make sure that my estate plan won’t sow family discord when I’m gone?
The firm’s Healthy, Wealthy & Wise Collection is a 10-year research initiative and three-book series aimed at answering these questions. The series highlights success stories of how individuals have reconciled their financial abundance with the values and relationships that matter most in their lives:
• Raised Healthy, Wealthy & Wise (2014) focuses on helping parents to raise grounded children amid wealth
• Aged Healthy, Wealthy & Wise (2017) centers on how to design a vibrant later life and leave a meaningful legacy
• Engaged Healthy, Wealthy & Wise (2023) offers a roadmap for inheritors and their significant others on how to navigate love and family wealth to forge their own joint path
The three books live at the intersection of heart and wealth and underpin Ballentine’s distinct client approach, which focuses on the human impact of each financial strategy and seeks to maximize not just wealth but also well-being. The books serve not only as valuable content for our clients but also as a best practice roadmap for our internal team members in several areas often critical to our clients: raising children well amid wealth, creating a meaningful legacy and preserving family relationships in later years, and forging a joyful life as an inheritor.
Meet the team
Our team is attuned to the many and varied influences that wealth may have on parenting, child development, and family dynamics more broadly.