Important Disclosures

News and Press

You should not infer that the rankings and awards Ballentine Partners has received provide any guarantee or assurance that you will experience the results you desire to achieve by engaging us to provide advice or services.  All industry rankings and awards are based exclusively on information prepared and submitted by firms that decided to participate.  No ranking or award should be construed as a current or past endorsement of Ballentine Partners, LLC by any of our clients.  We will be glad to answer any questions you have regarding rankings and awards, including providing the criteria used for any ranking or award.

Overview and Wealth Management sections

Ballentine Partners, LLC does not serve as an attorney, accountant, or insurance agent. Ballentine Partners, LLC does not prepare estate planning documents or tax returns, nor does it sell insurance products.

Client Stories

None of the stories presented here should be construed by you as a guarantee that you will experience the results you desire to achieve by engaging us to provide advice or services.

Other Resources