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The Business of Wealth Management

This article describes important decisions we made in structuring our wealth management practice. Our purpose is to explain the decisions we made in our business and how they affect our clients. Much of what is covered here relates to the many conflicts of interest in the wealth management business and how we decided to address […]

December 1, 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

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