Wealth Insights

Responding to the COVID Crisis: What we’re hearing from our client families

We’re hearing from many of our clients that the topic that is top of mind right now is “How can I help?”  We’re coming to you today from our homes to share our thoughts and some inspiring stories of how our clients are responding to the needs surfacing amid the COVID crisis.  We hope this is helpful to you! Please see disclosures at the bottom of this page.

For a transcript of the podcast and a list of resources, click here.

This presentation from Ballentine Partners is intended for general purposes only. Nothing herein should be construed as investment advice or a solicitation to invest in any security. The hosts are current employees of Ballentine Partners. As employees, the hosts are being 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 listen to additional Important Disclosure Information at the end of this podcast. 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.

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