We’re sharing with you a truly heartwarming and uplifting story of how one of our client couples was surprised by their children in an innovative way on their 60th wedding anniversary.  This feel-good story is worth a listen from beginning to end (especially if the pandemic is starting to wear on you) and may have you thinking of the possibilities of this time we’re living through in a whole new way. Please see disclosures at the bottom of this page.


Disclosure Information:

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.