Share your experiences, lessons, and aspirations so that the wealth you have built is accompanied by the wisdom to manage it well.

Philanthropy is more than giving—it’s a way for families to connect, align values, and build a lasting legacy. The right approach makes all the difference.

Philanthropy is more than giving—it’s a chance to unite, reflect, and leave a legacy. Our Family Philanthropy Action Guide helps families give with purpose and impact.

In Entrepreneur and Worth, Mark Bell, Ph.D., shares how education, governance, and long-term investing builds lasting generational wealth.

Learn how the tactics you used to build a thriving business can directly apply to preserving your legacy in Robert Balentine's latest article for Forbes.

Robert Balentine recently joined the Smart Money Circle podcast with Adam Sarhan to share thoughts on his career journey, investment philosophy & leadership in business. Learn more insights by watching this video.

Wealth created by one generation is often lost by the third. In this article for Forbes, Robert Balentine shares how wealth creators can prepare their families for the future, sharing three guiding principles for building a legacy.

Robert Balentine and Adrian Cronje share four insights for CEOs from their book, First Generation Wealth.

If you're past the high growth stage of your career and considering how to expand your role in your company, mentorship can help you develop future leaders. Learn David Damiani's tips for a successful mentorship relationship in this article for Inc.

Chairman Robert Balentine shares benefits of succession planning including strengthening your business, creating resilience, and leaving a legacy in his latest article for Forbes.

In a Forbes article, Chairman Robert Balentine discusses how to equip your successors to carry your legacy into the future.

Chairman Robert Balentine compares gardening to entrepreneurship in his article on LinkedIn

Robert Balentine and Adrian Cronje talk about "First Generation Wealth" in Simply Buckhead Magazine

CEO Adrian Cronje's feature in Real Leaders magazine

Chairman Robert Balentine discusses legacy and giving through your business

Chairman Robert Balentine explains why it's crucial that advisors focus on conversations about family relationships on the Barron's Advisor podcast.

See Chairman Robert Balentine on Fox 5 Atlanta

Read CEO Adrian Cronje's article in Fast Company

Read Robert's article in Forbes

I often meet entrepreneurs who spend decades using a disciplined, process-oriented approach to building their businesses and, as a result, accumulate great wealth. However, it’s remarkable how many of them devote more time to planning their next vacation than to choosing a wealth manager to steward the proceeds from their life’s work after a transition event.