ADV Part 2A
Our ADV Part 2A can be found here.
ADV Part 3
Our ADV Part 3 – Client Relationship Summary can be found here.
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.
Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Ballentine is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see individual post as to participation data). No ranking or recognition should be construed as a current or past endorsement of Ballentine by any of its clients. ANY QUESTIONS: Ballentine’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
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.
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.