Ballentine Partners Snapshot
To deliver a comprehensive, integrated approach to help clients manage their financial lives and make the best use of their resources.
Our firm was one of the first to offer independent, objective, and comprehensive advice to wealthy families. Thirty years later, we have over 75 employees serving over 200 families, providing investment advice on nearly $6.7 billion (AUM), as of 3/31/2018. Our team believes in and loves what we do. We have a passion for problem solving and our innate inquisitiveness drives us to find the best solutions for our clients. Through our matrixed, collegial structure, we continually share best practices and provide a level of service unrivaled in the industry.
