Courtney Scott is a Partner and Senior Client Advisor at the firm. She is a part of Ballentine Partners’ experienced team of senior advisors helping high net worth clients and their advisors to design and implement estate planning, tax reduction, and wealth-transfer techniques. Courtney’s advice integrates the learnings of our Center for Family Well-being, helping clients clarify their values, align their goals with their financial plans, and approach wealth with intention and purpose. Courtney also has experience running private foundations and advising clients on charitable giving strategies.
In addition to client work, Courtney heads our Estate Planning Knowledge Management team, co-manages wealth planners as a member of the Planning Management Team and is a founding member of our Fiduciary Committee.
Prior to joining Ballentine Partners, Courtney worked as a trusts & estates Attorney and Trust Advisor at Choate, Hall & Stewart LLP.
Courtney graduated Magna Cum Laude from Boston College Law School with her Juris Doctor after earning Bachelor of Science degrees in Marketing and Psychology, also from Boston College.
Courtney is a Massachusetts native, currently residing in the small seaside town of Cohasset with her husband and young daughter. Courtney and her family love to travel – ask her for travel and restaurant recommendations.