Private Capital
Multi-Family Office
Investment Strategy
Institutional
Client Service & Relationships
Leadership

Your family is your top priority. Our top priority is you.

Partnering with Balentine means building out your family office in a customized way — utilizing our firm’s collective resources and expertise.

Purposefully built by and for entrepreneurial families of wealth.

Families of wealth have multiple considerations — the entire family legacy, as well as each individual’s goals and needs. For a generation, we have helped some of the largest families in the country improve alignment, communication, decision-making, and stewardship. Our comprehensive family office services seeks to help families of wealth make purposeful plans, take advantage of opportunities, and become stronger to unlock the growth of their business and family.

Boutique

We are purposefully built as
unconflicted fiduciaries with decades
of experience and deep resources
built for families of wealth.

Tailored

Every family is different. Build your family office in a customized way using our firm's resource and expertise. Our investments are also customized to
you with an audited track record and
private capital offering.

Simplified

We help wealth creators bring organization, simplification, and clarity to the many aspects of family and enterprise.

Beyond Investments

It's often about more than the money. We counsel families around deeper areas of Wealth and Legacy. A purposeful family mission and communication plan can be the greatest gift to your children and future generations.

A family on a mission.

With more than three decades of advising wealth creators, and our own experience as entrepreneurs, we understand the importance of protecting wealth for generations. As unconflicted family office fiduciaries with deep resources, our independent status and experience are leveraged by a number of entrepreneurial — and intergenerational — families.

100+

combined years of experience in private capital, generational wealth, and investment oversight

100%

of our revenue comes from fees for advice

$6B+

in assets
(as of March 31, 2022)

16

family office clients comprise more than $2.5B in assets
Barron’s Top 1,200 Advisors
Barron’s Top Independent Advisors
Forbes’ America’s Top Wealth Advisors
Forbes’ Top 50 Fastest Growing RIAs
Pensions & Investments’ Best Places to Work in Money Management

The Balentine Difference

“I appreciate the entrepreneurial mindset with which we approach every day and every decision at Balentine. It’s important for a firm to stay nimble, and I love that we have stayed true to that approach as we've grown.”

Emily Barbour

Relationship Manager
“When I first interviewed at Balentine for an assistant position, I expressed my goal to become an HR professional. I’ve made that goal a reality, having been surrounded by encouragement and support at Balentine every step of the way.”

Christina Callesis

Human Resources and Project Manager
“Balentine has a great story, and I love how the firm’s history has shaped our culture. Being a part of that story as a valued employee keeps me coming back for more.”

Ben Webb

Director of Manager Selection and Implementation
“Founding Balentine has been one of the most challenging and rewarding experiences of my life. I’m proud of what we’ve built together and am excited for the opportunities to come.”

Erica Farber

Consultant
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Balentine clients were not compensated via credits or other benefits from Balentine for providing testimonials.

Welcome to the family.

At Balentine, our dedicated family office team becomes part of your own family. Balentine’s key office executives have worked together closely for more than 25 years, and now we look forward to working with you (just think of us as that no-so-distant cousin in your family’s financial tree).

Learn more from our firsthand experience with family office.

From navigating crucial conversations with your family to choosing a trustee, browse our collection of resources for high-net-worth families from Balentine thought leaders.

Advancing your family legacy.

From planning and legacy to business advisory, the goal of our holistic services is to drive significant and lasting impact for both the family business and the business of the family.

We tailor every engagement - providing families like yours the opportunity to build out your family office in a customized way using our firm's resources and expertise.

Our financial planning services run the gamut, from asset and balance sheet management to cash flow reporting and maintenance.

We help clients reach new levels of alignment, authenticity, trust, and transparency with loved ones by including each generation in discussions around wealth and exploring opportunities that reflect family values and interests.

We invest in public and private markets as well as making investments that are taxable and tax-exempt — guided by our unemotional, data-driven models.

Managing wealth is distinctly different from managing and operating a company — and as entrepreneurs ourselves, we can provide unbiased, experience-backed advice on decisions like taking your company public, making your exit, or creating a succession plan.