Ballentine Partners ranked 32nd in Bloomberg’s list of Top 50 Family Offices ranked by assets under advisement.
Methodology provided by Bloomberg: Bloomberg ranked family offices based on assets under advisement as of 12/31/12. The list was assembled via a survey of more than 1,000 firms worldwide, using a database of contacts obtained from Portland, Oregon-based FamilyOffices.com. Bloomberg received responses from 118 firms (50 were selected). Single-family offices were excluded. Family offices that were part of private banks were included if the bank has a unit that offers direct and comprehensive investment and noninvestment services to high-net-worth families. Figures for AUA included only assets managed by the family-office unit of the bank. For nonbank family offices, AUA included wealth directly managed by the offices and the funds outsourced to money management firms. Money managed for private foundations was included. Money managed for pension funds was excluded. Insurance policies and trusts on which advice is provided were included. The ranked firms provide both investment and noninvestment services. The latter may include family meetings, financial education, art consulting, estate planning, family governance, foundation management, business consulting, property management, travel arrangements and shopping assistance.) 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.
