Ballentine Partners, a Decidedly Human Approach to Managing Wealth
Ballentine Partners is an independent multi-family office where we measure success not just in financial returns, but also in human outcomes. Over the past 40 years, Ballentine has served a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion in assets.
For those who seek to align their investment portfolios with personal values or non-financial mission objectives, we have a dedicated team to help define and achieve those objectives. Integrating 18 years of impact investing experience with their vision gives clients the opportunity to make investments in the areas they care about, while seeking to generate competitive financial returns.
We are committed to independence and objectivity. We serve our clients as a fiduciary, putting their interests ahead of our own. Our only source of revenue is from fully-disclosed fees paid to us by our clients, plus a small amount from book sales. We do not sell any products or accept payments from third-parties. Our commitment to stakeholders is intentional. From one generation to the next, our goal is to maintain our independence and objectively in service to our clients.
Keywords: Wealth Management, Investing, Multi-Family Office, Impact Investing
Sector: Service with Minor Environmental Footprint
Size: 50-249 employees
B Corp Certified – Impact Score: 88.7
