At Ballentine Partners, we not only help clients reach their philanthropic goals, we are also committed to philanthropy as a firm. Each year, we select organizations from within our communities in New Hampshire, Massachusetts, and Florida to support financially.
Chief Wealth Advisory Officer Coventry Edwards-Pitt, CFA, CFP®, author of Author of the Healthy, Wealthy & Wise collection, spoke at the Rhode Island Foundation on May 10th about what people can do to ensure that they make the most out of their elder years.
Ballentine Partners is happy to announce that Stephen H. Hopkins, Partner and Senior Client Advisor, has been appointed to the Board of Trustees of the National Philanthropic Trust.
Chief Wealth Advisory Officer and author, Coventry Edwards-Pitt, CFA, CFP®, was interviewed for The New York Times' article “Here’s How to Maintain Peace Among Your Heirs”.
We are delighted to announce the elevation of five new partners. This broadened employee ownership underscores our commitment to remaining independent, bringing the total number of employee owners to 19 and our partnership to employee ratio to 24%.
Ballentine Partners was honored to win the “Women in Wealth Management (Company contribution)” award at the Family Wealth Report Awards 2018 last night in New York City.
Coventry Edwards-Pitt, CFA, CFP®, Chief Wealth Advisory Officer and author of The Healthy, Wealthy & Wise Collection, was interviewed by Financial Advisor IQ’s Bruce Love on how advisors can help clients manage the nuanced changes that come with retirement.
Author and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, spoke to Financial Advisor IQ about how advisors can help their clients plan for aging.
Author and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP, was interviewed for Financial Advisor IQ about her new book, Aged Healthy, Wealthy & Wise.
MarketWatch interviewed author and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, on what steps baby boomers can take now to make sure they’re prepared in the event of cognitive decline in their later years.