An issue that is top of mind for many of our clients during this time is how they can best harness the opportunity of their wealth – to live out their values, bring about the world they want to see, and work together on these issues as a family. To this end, we are coming to you with stories of families who have collaborated together on an issue related to the impact of their wealth. Please see disclosures at the bottom of this page.
These are recorded conversations among family members – in the StoryCorps model – and we hope that this is the first in a series of our clients sharing their stories and lessons learned with one another.
To hear a 4 minute synopsis of the conversation, click below.
If you’re interested in hearing the full half-hour version of the story, click here.
This presentation from Ballentine Partners was intended for general information purposes only. Nothing herein should be construed as investment advice or a solicitation to invest in any security. The host is a current employee of Ballentine Partners. As an employee, the host is being compensated to participate in this podcast. The guest is a current client of Ballentine Partners. Their remarks do not necessarily reflect Ballentine Partners’ opinions or positions. They have not been compensated to participate in this podcast. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Ballentine Partners or from any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Ballentine Partners’ current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.ballentinepartners.com. Please Remember: Past performance may not be indicative of future results. Ballentine Partners is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Please Also Remember: If you are a Ballentine Partners’ client, please contact Ballentine Partners, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently.
*Please Note: Limitations: Please keep in mind that no two client situations, or experiences are exactly alike, and that no portion of this story should be construed that any other person will experience a certain level of results or satisfaction if Ballentine Partners is engaged, or continues to be engaged, to provide investment advisory services.