Ballentine Partners

Ballentine Partners is an independent multi-family office that advises families on the financial and human complexities of significant wealth. The firm serves individual professionals, entrepreneurs and multigenerational families, combining personalized planning, objective investment advice and guidance on family well-being. It supports clients worldwide from offices in Massachusetts, Florida and New Hampshire.

The firm's work spans several distinct disciplines. Its planning practice is customized to individual circumstances, while its investment advice is delivered under a fiduciary commitment, with an emphasis on minimizing conflicts of interest and placing client interests ahead of the firm's own. Impact investing is offered within these customized investment solutions. Alongside the financial work, the firm provides resources for family governance and for building legacies across generations, addressing the non-financial dimensions that accompany substantial wealth.

Independence and a human-centered approach are defining features of how the firm operates. It measures success by client satisfaction as well as financial outcomes, and its stated focus extends to family well-being rather than investment returns alone.