Ballentine Partners
Ballentine Partners is an independent multi-family office that provides comprehensive wealth management and investment advisory services to families seeking to build, preserve, and transfer wealth across generations. Founded in 1984, the firm has a long history of delivering client-focused planning and sophisticated investment advice tailored to each client’s goals. Ballentine operates as an independent, client-centric wealth management firm guided by principles of integrity and objectivity. The firm develops customized investment portfolios for every client, with a strong emphasis on risk management and identifying investment opportunities that are attractive on an after-tax and after-fee basis. With its focus on long-term planning, disciplined investment strategy, and personalized service, Ballentine Partners supports families in achieving their financial aspirations while building a lasting legacy.
ABOUT BALLENTINE PARTNERS
Ballentine Partners is an independent, fee-only investment and wealth management firm serving high-net-worth individuals, entrepreneurs, and multi-generational families.
Operating as a dedicated fiduciary, the firm builds customized investment solutions integrated with comprehensive financial planning, prioritizing the long-term wealth preservation and growth of its clients.
Headquartered in Waltham, Massachusetts, Ballentine Partners maintains additional offices in Boston, Florida, and New Hampshire, serving client families across North America and worldwide.
BALLENTINE INVESTING SOLUTIONS & SERVICES
Customized Portfolio Management: The firm constructs bespoke portfolios aligned with each client's financial objectives, time horizon, liquidity needs, and risk tolerance.
Multi-Asset Class Allocation: Capital is deployed across public equities, fixed income, and private markets, including venture capital, private equity, private credit, and real estate.
Risk Management and Capital Preservation: Evaluates portfolio construction, asset allocation, and market exposures to mitigate volatility across shifting market cycles.
Tax-Aware Investment Execution: Focuses on maximizing after-tax and after-fee returns through strategic asset location, proactive tax planning, and tax-loss harvesting.
Independent Third-Party Manager Selection: Evaluates and selects investment managers objectively without proprietary product constraints or commission incentives.
Active Monitoring and Disciplined Rebalancing: Continuously monitors client portfolios and executes systematic adjustments to maintain target asset allocations as market conditions evolve.
Outsourced Chief Investment Officer (OCIO) Services: Delivers asset allocation, manager oversight, risk monitoring, and institutional reporting for family offices, foundations, and endowments.
Comprehensive Tax and Estate Planning: Partners with legal counsel to design tax-efficient estate structures, trust administration frameworks, and wealth transfer plans.
Philanthropic Advisory: Advises families on strategic charitable giving, private foundations, and donor-advised funds (DAFs), alongside sustainable and impact investing.
Cash Flow and Balance Sheet Analysis: Analyzes liquidity requirements, personal enterprise debt, and overall balance sheet structures to protect long-term solvency.
Family Governance and Next-Generation Education: Operates specialized programs through The Ballentine Partners Center for Family Well-Being to prepare rising generations for financial stewardship and build multi-generational alignment.
Single-Family Office Support: Delivers operational infrastructure, risk management, technology systems, and strategic resources to augment existing family offices.