A decidedly human approach.™
Read The Ballentine Book
Culture Drives Success
We understand the value of comprehensive and critically integrated advice. As such, we strive to measure success not solely in terms of balance sheets and basis points but also in terms of client service and satisfaction.
We work with our clients on every facet of their wealth management - from short-term liquidity needs and medium-term investment opportunities to estate plans that span generations and provide for children not yet born and legacies not yet built. We work with families to define the goals that they consider most meaningful and impactful and travel with them on their path to continued success.
Our Firm’s Philosophy
Commitment to Continuity
The Ballentine Partners Difference
Certified B Corporation
Our business is now B Corp Certified. As a B Corp, we’re part of a global community of businesses that meet high standards of social and environmental impact. This marks a significant milestone in our ongoing journey towards continuous improvement and collective action. We are now counted among businesses leading a global movement for an inclusive, equitable, and regenerative economy. We measure and manage the impact of the business on our employees, clients, community, and the environment with as much rigor as we manage and monitor investments and wealth planning.
Our Commitment
At Ballentine Partners we believe in maintaining an inclusive environment where all people thrive across the firm. We are committed to the idea that building and maintaining an inclusive culture fosters a more productive, innovative, and engaged workforce. Each employee brings unique perspective and experiences to our decidedly human approach. This approach helps us to deliver the best possible solutions for all our clients and stakeholders.