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Reforming Corporate Japan: From Carrot to Stick

After 12 years of polite incentives – the carrot approach – to get better stock returns out of Japanese companies, the Tokyo Stock Exchange is finally breaking out the stick. And it just might work. For the past 12 years, Japanese policymakers have endeavored to break the country out of a long financial malaise dating […]

March 14, 2024

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

Coventry Edwards-Pitt speaks on FOXCast Series: Nurturing Healthy, Wealthy & Wise Rising Gen Members

Host Peter Moustakerski speaks with Coventry Edwards-Pitt about what she has learned through working with families looking to prepare their next generation to be good stewards of wealth. She shares insights from her research into the discrepancy between what parents want and what their children need, and discusses practical tools and approaches to manage that […]

March 12, 2024

Coventry Edwards-Pitt featured in New England Home

On International Women’s Day, we celebrate our colleague, Coventry Edwards-Pitt, who has been featured in the March-April Issue of New England Home. Covie is an industry leader in family well-being, an author, the Chief Creative Officer of Ballentine Partners, and now a shop owner. Covie reflected upon a question she often poses to clients, “What […]

March 8, 2024

Jennifer M. Eaton and Elliot Rotstein to attend ACTEC’s 2024 Annual Meeting

Ballentine Partners is a proud sponsor of ACTEC’s 2024 Annual Meeting in Phoenix, AZ. Jennifer M. Eaton and Elliot Rotstein will be attending the meeting, and they look forward to addressing the ways Ballentine Partners helps clients coordinate estate plans with wealth management strategy.

March 6, 2024

Senior Impact Investment Manager Julie Pulda attending Confluence Philanthropy’s Annual Practitioners Gathering

Ballentine’s Senior Impact Investment Manager, Julie Pulda, will attend Confluence Philanthropy’s Annual Practitioners Gathering in Denver, CO. We are also pleased to feature our third book, of a 10-year research initiative and three-book series, Engaged Healthy, Wealthy & Wise at this year’s book fair. This gathering has a strong reputation for deep strategic thinking, critical […]

March 5, 2024

Ballentine President & CEO Drew McMorrow is Participating on a Panel at the Family Wealth Alliance 2024 Annual Summit

The ripples of executive transition can often spread beyond the C-suite and throughout the firm. Our President & CEO Drew McMorrow will participate on a panel at the Family Wealth Alliance 2024 Annual Summit in San Diego, CA to share his insight on planning for leadership transitions.

March 4, 2024

Here’s An Investment Theme: Be Wary of Investment Themes

A thematic ETF’s investment thesis sounds compelling. It’s an obvious growth story. And its name is so darn clever. Which means only one thing. Hold onto your wallet. Thematic ETFs – Exchange Traded Funds, or baskets of stocks and companies focused on a narrow theme, trend, or concept – tap into our deep desire for […]

February 29, 2024

Ballentine Partners Announces Pete Chiappinelli As Newest Partner

Pete is a Partner and Chief Investment Officer at the firm. He is focused primarily on Asset Allocation in setting strategic direction for client portfolios. Pete has 30 years of experience in research, investment strategy, and thought leadership regarding the management of multi-asset class portfolios, inclusive of equities, fixed income, and alternatives. His work has […]

February 28, 2024

Jennifer M. Eaton Elected to the Board of Directors for the Girl Scouts of Southeast Florida

We are proud to announce that our Partner, and Member of the Ballentine Board of Managers, Jennifer M. Eaton, has also been elected to the Board of Directors for the Girl Scouts of Southeast Florida. Today’s Girl Scouts of all ages earn badges for entrepreneurship and financial literacy. Jennifer is proud to support girls and […]

February 20, 2024

Preventing Logan Roy’s (Estate) Problems

“What have you had in your entire life that I didn’t give you?” – Logan Roy HBO’s hit drama series, Succession, and its cast dominated this awards season, taking home six Emmys, four Golden Globes, three Critics Choice Awards, and a litany of nominations. Many of these trophies will grace the homes of Kieran […]

February 14, 2024

Asset TV’s Meet the RIA Featuring Ballentine Partners’ President & CEO, Drew McMorrow, MBA, CFP®

Watch a recent episode of Asset TV’s Meet the RIA where Drew shares about the firm’s journey to becoming a Barron’s Top 100 RIA over the past four decades. He also explains the firm’s tagline, “A Decidedly Human Approach to Managing Wealth,” and what he thinks families should be focused on right now to make […]

January 31, 2024