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Ballentine Partners, LLC

Financial Services

Specialities :
Wealth planning
Investment management
Family education and financial counsel
Intergenerational wealth transfer strategies
Financial planning

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
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Frequently Asked Questions About Ballentine Partners, LLC

What does Ballentine partners, llc do?+

As an independent multi-family office, Ballentine Partners mission is to help families achieve their aspirations, build their legacy, and live the life they want to live. We measure success not just as a financial outcome, but also as a human outcome. 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. 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...

What are Ballentine partners, llc's specialties? +

Wealth planning,investment management,family education and financial counsel,intergenerational wealth transfer strategies,financial planning,wealth management,family well-being,and family office

What is Ballentine partners, llc's industry? +

Ballentine partners, llc operates in the Financial services industry.

What is Ballentine partners, llc's revenue? +

Ballentine partners, llc's revenue is 11m - 100m

What is Ballentine partners, llc's company size? +

Ballentine partners, llc has 51 - 200 employees.

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