Founded in 1984, Ballentine Partners, LLC is a client-centric, independent wealth management firm. The firm operates as a fiduciary, focusing on providing integrated wealth management services that include investment management, financial planning (such as retirement, estate, and tax planning), and virtual family office services. They cater to a clientele of high-net-worth and ultra-high-net-worth families, aiming to help them manage, grow, and protect their wealth across generations without the conflicts of interest associated with selling proprietary products.

Founded in

United States