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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

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

Tariffs and DOGE Scary Headlines: Keep Calm and Carry On

Authored by Pete Chiappinelli, CFA, CAIA, Partner & Chief Investment Officer and Christopher C. Chandler, CFA, CAIA, Partner & Chief Investment Officer Summary Bullets: Market volatility is more likely driven by uncertainty in policies (which are hard to plan for) rather than actual economic damage. Scary headlines help sell advertising, but they may not be […]

March 14, 2025

Coventry Edwards-Pitt speaks on The Purpose of Wealth Podcast

Host Narelle Hooper speaks with Coventry Edwards-Pitt, Director of The Ballentine Partners Center for Family Well-being, about confronting the complexities of new love and the family, and what her 10 years of research reveals about how to help a new partner in the family feel truly welcome. Learn more about the surprising benefits of a […]

February 14, 2025

Julie Pulda serving as panelist at With Intelligence Women’s Venture Capital Summit

Senior Impact Investment Manager Julie Pulda is serving as a panelist at the With Intelligence Women’s Venture Capital Summit in Half Moon Bay, California. She will speak at the Emerging Manager Forum sharing “Unfiltered Truths from LPs.”

February 4, 2025

Ballentine Partners Appoints Jennifer Christian Murtie as Chief Wealth Advisory Officer

Waltham, MA – January 9, 2025– Ballentine Partners is pleased to announce the appointment of Jennifer Christian Murtie, MBA, as its new Chief Wealth Advisory Officer, effective January 1, 2025. In her new role, Jennifer will oversee all Ballentine Partners’ wealth advisors while guiding the strategic direction of our wealth advisory practice—ensuring clients continue to […]

January 9, 2025

2024: A Look Back. 2025: A Look Ahead.

The year 2024 is now in the history books and we are looking forward to 2025. It is always challenging to distill an entire year (or give our views on the coming one) in a few bullet points, but here we go. 2024 in three bullets, and 2025 in thirteen, a baker’s dozen. More details […]

January 8, 2025

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