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Professional Investors

Top 5 Things Professional Investors Seek Our Help With

  1. Keep track of what I own/my cash need
  2. Plan for sale of my business
  3. Transfer value to my children
  4. Maximize my earnings through good investments
  5. Manage my risks

How we have helped Professional Investors

All Insights

  • Planning the Next Move – Understanding the options before sealing the deal.

    Problem Our client was the founder and CEO of a biotechnology company. He learned that the Board intended to take the company public in six months, and the company’s complex structure meant that compensation talks would be equally complicated. Going in alone or uneducated could mean not only getting a bad deal for himself, but […]

    January 5, 2022

  • Focusing on the Bottom Line – Investing in a tax-efficient way.

    Problem Wealthy individuals have the unique ability to pursue investment strategies similar to traditional institutional investors, such as endowments, but have the added challenge of considering the tax impact of their choices. This impact can be significant, and 2013 tax law changes increased the burden materially. These changes included an increase in the highest marginal […]

    January 5, 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