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Insights
Let Balentine be your guide on your wealth management journey.
Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more. Select the topics that interest you, or browse our full collection of resources from trusted thought leaders.
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3 Guiding Principles for Long Lasting Wealth
CEO Adrian Cronje's feature in Real Leaders magazine
How Companies Can Build A Legacy Through Philanthropy
Chairman Robert Balentine discusses legacy and giving through your business
How to Build an Enduring Legacy and Secure Long-Lasting Wealth
Chairman Robert Balentine explains why it's crucial that advisors focus on conversations about family relationships on the Barron's Advisor podcast.
How to make the family business last for generations
See Chairman Robert Balentine on Fox 5 Atlanta
Courageous Conversations about Your Legacy
Read CEO Adrian Cronje's article in Fast Company
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Privilege - Proofing Your Family
Read Robert's article in Forbes
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How to Select a Financial Advisor
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.
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