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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

Covie Edwards-Pitt blogs for Family Office Exchange

With toy catalogues in the mailbox and Thanksgiving right around the corner, I’ve been finding myself thinking a lot lately about the gifts we give to our children and which ones they end up being truly thankful for when they are older...

November 11, 2014

Covie Edwards-Pitt speaks with The Wall Street Journal about raising children amid wealth

The Wall Street Journal interviews Coventry Edwards-Pitt, Chief Wealth Advisory Officer at Ballentine Partners and author of "Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way."

November 5, 2014

The Wall Street Journal features Covie Edwards-Pitt in “Elite Adviser: Be a Consultant to Wealthy Families”

Coventry Edwards-Pitt, Chief Wealth Advisor Officer at Ballentine Partners, was featured as an elite adviser and talks with the Wall Street Journal about her career in fee-only advising and what brought her to Ballentine Partners.

October 16, 2014

The Street.com features “Raised Healthy, Wealthy &Wise”

Covie Edwards-Pitt, Ballentine Partners' Chief Wealth Advisory Officer, speaks with The Street.com's Gregg Greenberg in "Time Beats Money When Raising Kids 'Healthy, Wealthy & Wise'."

September 16, 2014

WSJ.com interviews Covie Edwards-Pitt on universal lessons in investing

Coventry Edwards-Pitt, Ballentine Partners' Chief Wealth Advisory Officer, was interviewed on WSJ.com's MoneyBeat about universal lessons in investing in the video, "Investing Keys for Average Investor, Ultra-Wealthy".

September 16, 2014

Covie Edwards-Pitt blogs on Forbes.com about inheritance

Coventry Edwards-Pitt, Ballentine Partners' Chief Wealth Advisory Officer, blogs on Forbes.com, "4 Critical Skills Your Child Needs to Develop Before Inheriting Your Money."

September 15, 2014

Roy Ballentine speaks with Private Asset Management on the importance of insurance

Roy Ballentine, Ballentine Partners' Chairman of the Board and Founder, was interviewed by Private Asset Management in their recent article, "Added Value" about the importance of insurance.

September 4, 2014

Covie Edwards-Pitt speaks with UR Business Network on Passing Wealth to Heirs

Coventry Edwards-Pitt, Ballentine Partners' Chief Wealth Advisory Officer, was interviewed by Mind Your Own Business: Entrepreneurs for Entrepreneurs on the importance of comprehensive wealth management.

August 20, 2014

Covie Edwards-Pitt speaks with Investment News on keys to success

Coventry Edwards-Pitt, Ballentine Partners' Chief Wealth Advisory Officer, talks with Investment News in "Organic growth is key to $4.8b firm's success."

August 17, 2014

Drew McMorrow discusses the importance of Exit Planning

Drew McMorrow, Ballentine Partners' President, talks about exit planning and how business owners can save millions by planning ahead.

August 15, 2014