This year marks a significant milestone for Ballentine Partners as we celebrate our 40th anniversary.

Since its inception in 1984, Ballentine Partners has grown from a small fee-only financial consultant in Wolfeboro, NH into a Barron’s ranked independent multi-family office offering investment, wealth advisory, and family well-being capabilities to individuals and families. Our commitment to guiding families in achieving their financial goals is rooted in the principles established from day one. Our approach is not just about numbers and portfolios; it’s about making a meaningful difference in the lives of our clients and their families.

As our CEO Drew McMorrow expressed during the anniversary celebration, “To say that I am proud of our company at 40 is an understatement. Being a part of its growth to what you see today has been an amazing journey.” This sentiment resonates deeply within our team as we recognize the hard work and dedication that have brought us to this moment.

Drew also took the time to express heartfelt gratitude to Roy Ballentine: “I want to thank Roy Ballentine for founding this company, and for the ideals and principles with which he seeded it. On behalf of all of us, thank you for giving our careers such a compelling purpose. Thank you for all you have done to make a difference in the lives of our clients’ families. It is with gratitude that we dedicate this night, and this celebration, to you.”

Roy’s unwavering commitment to integrity, transparency, and client-centered service has laid the foundation for our success. As he and his wife Sandy, also an important founding member of the Ballentine Partners team, embark on this new chapter in his life, we carry forward the values they instilled in us.

As we look to the future, we remain dedicated to the principles that have guided us for four decades. We are excited to continue building, embracing innovation, and nurturing the relationships that have made Ballentine Partners a trusted partner for families seeking a human approach to wealth management.

Here’s to the next 40 years of excellence, and to a future that honors the remarkable journey that started with one visionary leader. Happy 40th anniversary, Ballentine Partners!