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News & Press

Personal Gifting: The Journey from Impulsive to Strategic Gifts

Family Office Exchange (FOX) featured William Tickle’s blog post about creating and implementing a strategy for personal gifting.

April 15, 2015

Ballentine Expands Ownership Team

Please join us in congratulating Jayson DeAngelis as he joins the other members of our ownership team, bringing our partnership to employee ratio to 20%.

March 12, 2015

Bloomberg features Ballentine Partners and our tax-efficient investment strategy

Several of the firm’s leaders discuss how taxes govern how we do everything and why tax efficiency is crucial.

February 9, 2015

Financial Times speaks with Tom Bullitt about the MFO space

Tom Bullitt discusses family office services and some of the benefits of working with a multi-family office.

January 12, 2015

Speaking Engagement: Women in the Financial Planning Industry

Leah Warren was a featured panelist at Bentley University’s panel, speaking with, and about, women in the financial planning industry.

December 23, 2014

Will Braman was quoted in the WSJ on Stocks

The Wall Street Journal speaks with Will Braman about the impact of the recent drop in oil prices

December 12, 2014

Will Tickle Interviewed for World Economic Forum Report

Will Tickle, Senior Investment Advisor & Director of Impact Investing, was a contributor to the World Economic Forum report “Impact Investing: A Primer for Family Offices”. The report acts as a guide for those interested in delving into impact investing for their clients.

December 2, 2014

Financial Advisor IQ interviews Will Braman on “Normal” Volatility

Will Braman, Ballentine Partners’ Chief Investment Officer, was interviewed by Financial Advisor IQ on his thoughts on "normal" volatility and the market as we approach year end and the outlook for 2015 given recent market volatility.

November 25, 2014

MarketWatch speaks with Covie Edwards-Pitt on passing on money lessons to children during the holidays

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, spoke with MarketWatch on money lessons in their article, “This Thanksgiving, share your family’s ‘money history’.”

November 24, 2014

The Wall Street Journal speaks with Covie Edwards-Pitt about passing money lessons onto children

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, talks about passing money lessons onto children in The Wall Street Journal article, “The Holiday Opening for Family Discussions: You Can Talk About Family Finances Without Ruining Dinner.”

November 22, 2014

Family Wealth Report features Covie Edwards-Pitt’s book “Raised Healthy, Wealthy & Wise”

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer was featured in Family Wealth Report’s exclusive interview “Passing On Wisdom, Raising Responsible Children With Wealth – New Book.” (Subscription required

November 21, 2014

Financial Advisor IQ speaks with Will Braman and Alex Knapp on Liquid Alts

Will Braman and Alex Knapp were quoted in the recent Financial Advisor IQ article on liquid alternatives.

November 20, 2014