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Single Family Offices

Top ways we help Single Family Offices

  1. Bring us excellent investment ideas and strategy
  2. Take the family through a process to align around goals – for inheritance, communication about money, philanthropy, etc.
  3. Handle our administrative or reporting needs
  4. Manage our cash flow forecasting and planning
  5. Advise on HR/household staffing risks

How we have helped Single Family Offices

All Insights

  • Getting Help – Resolving household staffing woes.

    Problem Many wealthy families hire help, be it a personal assistant, estate manager, or nanny, to name a few. While having assistance can be a blessing, it also brings complexities that can seem overwhelming. Without the proper education and direction, some may be left in unhappy situations, feeling they created rather than eliminated headaches. Solution […]

    January 5, 2022

  • Compounding Difficulty – Keeping shared property a blessing.

    Problem Wealthy families often own shared properties in the form of a family compound, intended to be a platform for family gatherings and cohesion. One client family found that, over time, expectations for how such a compound would be used and managed began to change. Significant dissension developed over how to allocate access between family […]

    January 3, 2022

  • 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