Ballentine Partners

Ballentine Partners is a client-centric investment and wealth management firm helping families make smart decisions about their wealth. The firm develops custom portfolios for each client, with a particular focus on managing risk and identifying investment opportunities that will be compelling after taxes and after fees. It serves a broad range of clients, from individual professionals and entrepreneurs with liquid assets to multigenerational families.

Data as of December 31, 2020

  • Assets under advisement: $8.6 billion
  • Assets under management: $17.2 billionĀ