July 24, 2019

July 24, 2019

This month’s newsletter features our quarterly market review, a paper on how we work with families with illiquid assets, a recent Impact speaking engagement, an introduction to several team members, and more!

Read our July newsletter here.

Recent Insights

Ballentine Partners at Institute for Private Investors’ Fall Forum
Partner and Head of Private Investments, Elisa Gruber Lustig, and Partner and Chief Development Officer, Jayson DeAngelis, will attend the Institute for Private Investors’ Fall Forum this week in Denver, CO. Elisa will moderate a panel titled “Investing in AI and Frontier Technologies.” Panelists will share how AI enhances efficiency, decision-making, and customer experiences and […]
September 11, 2024
Q2 2024 Market Review: Higher interest rates should cool the consumer. If only it were so simple.
When the Fed started one of the most aggressive rate hikes in U.S. history, it was supposed to rein in the American consumer. And it has. But not with the vigor and speed that the Fed and the capital markets expected. The U.S. consumer has remained remarkably resilient. We think the Fed and the market […]
July 3, 2024
Michael Chimento speaking on panel at Private Wealth New England Forum in Boston
Principal & Senior Investment Director Michael P. Chimento will serve as a panelist at the Private Wealth New England Forum held at City Winery in Boston. The panel, titled “New Ways to Invest in Non-Traditional Assets – Reshaping Our Thinking,” will explore the topic of non-traditional assets—their rise in popularity, finding strategies that align with […]
June 18, 2024