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Multigenerational Families

Top ways we help Multigenerational Families

  1. Bring us good ideas about how other families are handling all of this
  2. Grow our portfolio so it will last for future generations
  3. Transfer wealth to our children
  4. Manage all of the complexities of our estate plan, balance sheet, etc
  5. Help us manage our shared family property, business, philanthropy

How we have helped Multigenerational Families

All Insights

  • Preparing to Launch – Teaching financial skills to the next generation.

    Problem A client family’s adult daughter, a talented artist, was looking for a way to make a career out of her art. With no experience in building or managing a business, she turned to her team at Ballentine Partners in order to learn some of the skills she would need to be successful. Solution Ballentine […]

    January 4, 2022

  • Leaving Your Mark – Creating a legacy for family and community.

    Problem Many successful families struggle to define and create their “legacy.” The senior generation of one client family wanted to provide sufficient wealth to create opportunities and flexibility for later generations, as well as a platform for significant philanthropic impact. They struggled, however, with how to achieve these goals simultaneously. Solution Ballentine Partners worked with […]

    January 4, 2022

  • Passing the Baton – Encouraging family entrepreneurship.

    Problem Our client, the owner of a highly-successful business, wanted to pass the business on to his adult children. All of the children were involved in the business in various capacities. He hoped the business would continue to be family-owned and family-managed. He believed that was the best way to preserve the company’s unique values […]

    October 14, 2019