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Women of Wealth

Top ways we help Women of Wealth

  1. Protect what I've built and grow my wealth
  2. Balance the needs of my family across generations
  3. Refocus and rebuild amid divorce
  4. Design the next phase of my life after loss
  5. Empower my children to have strong money values and a sense of agency

How we have helped Women of Wealth

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

  • Giving Creatively – Donating challenging assets.

    Problem A client family owned a large parcel of land, a portion of which was covered by a conservation easement.  After more than a decade of ownership, the family was unsure of what to do with the land and was growing tired of the property management challenges.  The lack of a long-term plan left the […]

    January 5, 2022