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Bloomberg discusses Covie Edwards-Pitt’s book, “Raised Healthy, Wealthy & Wise”

Coventry Edwards-Pitt, Ballentine Partners' Chief Wealth Advisory Officer, and her book, "Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way" was featured in Bloomberg's article, "The Proper Care and Feeding of Your Spoiled 23-Year-Old."

August 7, 2014

Covie Edwards-Pitt blogs on Forbes.com about Social Impact Investing

Coventry Edwards-Pitt, Ballentine Partners' Chief Wealth Advisory Officer, blogs on Forbes.com, "Social Impact Investing: A Flash In The Pan Or The Wave Of The Future?"

August 7, 2014

FundFire speaks with Kyle Schaffer on private equity firms and the shale gas revolution

Kyle Schaffer, a Managing Director and Senior Investment Advisor at Ballentine Partners, was interviewed by FundFire in their article, "Apollo Meets Investor Energy Demand with Shale Bets."

August 6, 2014

Private Wealth interviews Covie Edwards-Pitt on preserving wealth across generations

Coventry Edwards-Pitt, Ballentine Partners' Chief Wealth Advisory Officer, was interviewed by Private Wealth in "When Wealth Is Fleeting."

July 11, 2014

Financial Advisor IQ features Covie Edwards-Pitt’s new book, “Raised Healthy, Wealthy & Wise”

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, was featured in Financial Advisor IQ’s article, “Tales of ‘Healthy, Wealthy’ Inheritors.”

July 10, 2014

Covie Edwards-Pitt speaks with The Wall Street Journal about protecting your family against the financial and emotional strain of dementia

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, was interviewed by The Wall Street Journal about how to protect your family, and finances, from Alzheimer’s.

June 27, 2014

Financial Advisor lists Ballentine Partners in their RIA Survey & Ranking

Ballentine Partners was listed in Financial Advisor Magazine's "2014 RIA Ranking" (based on figures from Financial Advisors' 2014 RIA survey).

June 27, 2014

Coventry Edwards-Pitt blogs on Forbes.com about 3 Life Lessons Only a Real Summer Job Can Teach Your Teen

Covie Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, blogs on Forbes.com, “Minimum Wage, Maximum Values.”

June 25, 2014

The Wall Street Journal gets insight from Adam Ochlis on retrieving retirement funds

Adam Ochlis, a Managing Director and Senior Client Advisor at Ballentine Partners, was interviewed by The Wall Street Journal in “When Tapping Retirement Funds, Timing Matters.”

June 15, 2014

Coventry Edwards-Pitt releases new book “Raised Healthy, Wealthy & Wise”

Surprisingly wealth can make parenting harder, not easier. Learn from successful inheritors how their families got it right in Covie’s new book “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way.”

June 9, 2014

Bloomberg ranks Ballentine Partners in the Top 50 Family Offices (by AUA)

Ballentine Partners ranked 32nd in Bloomberg's list of Top 50 Family Offices ranked by assets under advisement.

June 6, 2014

Coventry Edwards-Pitt speaks about “Raised Healthy, Wealthy and Wise” on WSJ.com’s Lunch Break

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, was interviewed on WSJ.com’s Lunch Break program about her recently published book, “Raised Healthy, Wealthy and Wise: Lessons from successful and grounded inheritors on how they got that way.”

June 3, 2014