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Your wealth introduces unique opportunities – and challenges.
Financial decisions, family dynamics, and, for entrepreneurs, the intertwined considerations between business and family can feel heavy. We’ll focus on wealth’s complexities so you can focus on its upsides.
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Why Balentine?
Whether you've started a business, inherited wealth, or steward an institution, we can help you build what comes next.
Choosing the right partner to guide your wealth journey is a significant decision.
We understand your world, will care personally for you and your family, and will help you uncover your purpose beyond your wealth.
Personalized Partnership
“30:1 client to relationship manager ratio, lessthan half the industry average”
Client Retention
NPS
Support team: (from RB) “each client is supported
by dedicated team of six professionals”In sync with other advisors (tax, accountant, insurance, estate attorney)
Entrepreneurial
We are purposefully built as fiduciaries with decades of experience and deep resources
built for families of wealth.We are purposefully built as fiduciaries with decades of experience and deep resources
built for families of wealth.We are purposefully built as fiduciaries with decades of experience and deep resources
built for families of wealth.We are purposefully built as fiduciaries with decades of experience and deep resources
built for families of wealth.
Preservation
We are purposefully built as fiduciaries with decades of experience and deep resources
built for families of wealth.We are purposefully built as fiduciaries with decades of experience and deep resources
built for families of wealth.We are purposefully built as fiduciaries with decades of experience and deep resources
built for families of wealth.We are purposefully built as fiduciaries with decades of experience and deep resources
built for families of wealth.We are purposefully built as fiduciaries with decades of experience and deep resources
built for families of wealth.We are purposefully built as fiduciaries with decades of experience and deep resources
built for families of wealth.
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99%
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What's it like to be a Balentine Client?
Your wealth was built bit by bit, day by day. Your legacy will be as well.
What does it take to build a meaningful legacy, and how can your wealth best support future generations? We share stories and provide practical steps for entrepreneurs.
Frank Blake
Former Chairman and CEO, The Home Depot
Paul Bouchey
Journal of Wealth Management
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