Ballentine Partners, LLC
www.ballentinepartners.comHelping families make smart decisions about their wealth. Giving them the freedom to focus on the life they want to lead. Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine’s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients’ needs, whether it’s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration. @ballentineprs
Read moreHelping families make smart decisions about their wealth. Giving them the freedom to focus on the life they want to lead. Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine’s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients’ needs, whether it’s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration. @ballentineprs
Read moreCountry
State
Florida
Founded
1984
Estimated Revenue
$10,000,000 to $50,000,000
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Director of Private Investing
Email ****** @****.comPhone (***) ****-****Partner and Director of Private Investing
Email ****** @****.comPhone (***) ****-****Managing Director and Senior Client Advisor
Email ****** @****.comPhone (***) ****-****Director of Finance
Email ****** @****.comPhone (***) ****-****
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