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A decidedly human approach to managing wealth.SM

Ballentine Partners Watermark

We measure success not just as a financial outcome, but also as a human outcome.

Ballentine Partners is an independent multi-family office dedicated to serving clients at inflection points of wealth who are looking for a partner who takes a holistic approach to wealth management.

We have delivered client-centric planning and sophisticated investment advice for the past four decades. We are dedicated to serving client families worldwide and providing objective advice focused on our clients' best interests.

Our Culture

Our mission is to help families make smart decisions about their wealth. We strive to give our clients the freedom to focus on the lives they want to lead and the legacies they want to create.

Investing

Our experienced team uses an active approach to help clients preserve and grow their wealth.

Wealth Advisory

We practice strategic wealth management to help families develop and implement a comprehensive wealth management plan.

Beyond Wealth

Some of our most meaningful work comes from serving as a key partner to help families discover and align goals that promote success and well-being, often across generations.

Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise.

*Assets under management (AUM) are assets for which we provide continuous and regular advice, supervisory, or management services. Assets under advisement (AUA) includes all Assets under management, plus other assets for which we provide advice and implementation services. As of 12/31/2023.