Ballentine Partners, LLC
Independent multi-family office dedicated to serving families worldwide with customized investment solutions and deep planning expertise, focusing on both financial and human outcomes.
1980
Employee-owned with 21 employee partners.
Emphasis on prudent, long-term wealth preservation strategies aligned with client risk tolerance.
Waltham, Ma, United States
About
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.
Participant Demographics
Serves individuals with $4 million in liquid assets to multigenerational families with over $1 billion.
Track Record
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.
Get Full Profile
Access complete investment history, team details, portfolio companies, and direct contact information.
Unlock Full AccessHeadquarters
Waltham, Ma, United States
Legal & Compliance
ADV Parts 1, 2A, and 3 available.
No major violations disclosed.
Access 150,000+ investor profiles
Get complete access to our database of investment firms with detailed profiles, contact information, investment preferences, and AI-powered matching.