December 20, 2018

December 20, 2018

Sheila Lawrence spoke at the NEID Global Changemakers Gala, we welcome Jules Pulda, our Director of Research shares his thoughts on recent market volatility, we share insights about the markets in our November Monthly Market Tracker, we feature a story about helping a family define “legacy” for their family and community, and more!

Recent Insights

Tariff Drama
Q1 2025 Market Review (with Early April Commentary) By most measures, the start of the first quarter of 2025 painted a picture of positive economic momentum and optimism. Growth remained solid. Unemployment hovered near 60-year lows. Real wages were rising. Corporate earnings were on track for double-digit growth. Margins were historically high. CEO and small […]
April 10, 2025
Coventry Edwards-Pitt Speaking at Columbia Business School
Coventry Edwards-Pitt, Founder and Director of The Ballentine Partners Center for Family Well-being, will lead a session on “Trust in Relationships” as part of Columbia Business School’s Global Family Enterprise Program. This program has grown to be a global leader in family enterprise education and research, fostering insights and collaboration on topics related to family […]
March 24, 2025
Ballentine Partners is Proud to Sponsor The ACTEC Annual Meeting
Our Partners Jennifer M. Eaton and Elliot Rotstein, will attend the American College of Trust and Estate Counsel (ACTEC) Annual Meeting this week in Palm Springs, California. ACTEC is an organization committed to maintaining excellence in the trust and estate legal field and to continually improving the practice of trust and estate law. During this […]
March 19, 2025