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Overview and Management
Establishment Year
1980
Mission
Empower families to make informed decisions about their wealth, enabling them to focus on their desired lives and legacies.
Values
Inclusivity, respect, service, independence, objectivity, and a focus on client-centered advice.
Investment Roles
Direct Investor, Intermediary
Participant Demographics
Serves individuals with $4 million in liquid assets to multigenerational families with over $1 billion.
Generational Wealth Planning
Focus on helping families preserve wealth across generations, including succession planning and aligning wealth with family values.
Risk Tolerance
Emphasis on prudent, long-term wealth preservation strategies aligned with client risk tolerance.
References or Case Studies
Client stories provided but not guaranteed as outcomes.
Team Experience
Leadership team with decades of experience in wealth and investment management.
Notable Achievements
Certified as a B Corporation, emphasizing social and environmental impact.
Project Track Record
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
ADV Parts 1, 2A, and 3 available.
Compliance History
No major violations disclosed.
hello@ballentinepartners.com
Phone Number
781-314-1300
Address
Waltham United States