Our Thinking

Living Healthy, Wealthy & Wise: Navigating three stages of life and multigenerational wealth

The firm’s Healthy, Wealthy & Wise Collection is a 10-year research initiative and three-book series that highlights success stories of how individuals have reconciled their financial abundance with the values and relationships that matter most in their lives. The first, Raised Healthy, Wealthy & Wise (2014), focuses on helping parents to raise grounded children amid […]

March 12, 2024

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Living Healthy, Wealthy & Wise: Navigating three stages of life and multigenerational wealth

March 12, 2024

Kelly Lora Ewart serving as panelist at UHNW Institute Symposium

Head of Marketing Kelly Lora Ewart is serving as a panelist at the UHNW Institute Symposium in New York City. The panel, titled “The Evolving Needs & Key Trends of the UHNW Family: Why Providing Integrated Wealth Management for Families of Wealth is Mandatory for the Firm of the Future,” will explore how wealthy families […]

November 14, 2024

The Election.

It matters. Just be cautious of repositioning an investment portfolio as if you know exactly how it matters. The people have spoken. At 5:34 AM The Associated Press declared Trump the winner of Wisconsin’s 10 electoral college votes, enough to push the former President past the 270-majority mark. While probably not officially meeting the definition […]

November 6, 2024

Family Wealth Alliance Young Professionals Award Recipients

We are proud to announce that Alexa Carbone and Jessica Minty have received the 2024 Family Wealth Alliance Young Professionals Award. The 2024 Young Professionals Awards honor the family wealth industry’s rising stars under 40 who have demonstrated success in their careers and made significant contributions to the industry. Judging panels make choices based on […]

October 31, 2024

Julie Pulda speaking on panel at Invest in Women Symposium

Senior Impact Investment Manager Julie Pulda will attend the Invest in Women Symposium in New York City, hosted by Impax Asset Management. She will speak on a panel titled “Endowment, Foundation, and Family Office Approaches to Aligning Mission with Investments.”

October 22, 2024

Elliot Rotstein to attend ACTEC Regional Meeting

Ballentine Partners is proud to sponsor the New England Regional Meeting of The American College of Trust and Estate Counsel (ACTEC) on October 18-20th in Mystic, CT. Partner and Senior Client Advisor Elliot Rotstein will attend.

October 17, 2024

Pete Chiappinelli speaking on panel at Global ARC Boston

Partner and Chief Investment Officer Pete Chiappinelli will speak on a panel focusing on high-alpha strategies at Global ARC Boston. Click here to learn more.

October 15, 2024

Ballentine Partners Produces a Film

At Ballentine Partners, we believe that important milestones deserve to be celebrated in a meaningful way. When the idea of creating a video to commemorate our 40th anniversary took shape, it quickly transformed into a full-fledged production, resulting in a film that captures the essence of who we are. Inspired by our rich history and […]

October 10, 2024

Celebrating 40 Years of Ballentine Partners

This year marks a significant milestone for Ballentine Partners as we celebrate our 40th anniversary. Since its inception in 1984, Ballentine Partners has grown from a small fee-only financial consultant in Wolfeboro, NH into a Barron’s ranked independent multi-family office offering investment, wealth advisory, and family well-being capabilities to individuals and families. Our commitment to […]

October 8, 2024

Q3 2024 Market Review: An Upward Flight…With Three Air Pockets

Market Recap Markets enjoyed another notable rise in prices this quarter. If you went to sleep on June 30 and woke up ninety days later, you would have noticed a seemingly smooth and pleasant rise in your brokerage statements. The S&P 500 was up 5.9% while small-cap stocks performed even better, with the Russell 2000 […]

October 2, 2024

Ballentine Partners Named a 2024 Barron’s Top 100 RIA Firm

We are pleased to announce that Ballentine Partners has been recognized as a Barron’s Top 100 RIA Firm for the second year in a row. We are excited to join the esteemed group of advisors who meet Barron’s strict criteria to ensure that those considered are experienced and sophisticated advisors. Barron’s annual ranking of independent […]

September 24, 2024

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