Insights

Charitable Giving Guide

Philanthropy provides you with the means to improve the lives of those around you, and it takes many shapes and forms depending on your goals. On one end of the spectrum, you could give a cash gift to a charitable organization that is significant to you. One the other end of the spectrum, you could establish a private foundation to make targeted gifts in perpetuity.


Download our comprehensive guide to explore your options and discover the best path for your family’s charitable giving. Let's bring your vision to life—start today!

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Balentine Targets Entrepreneurs with Acquisition of Alpharetta Firm

Balentine has acquired Alpharetta-based Valuation Growth Advisory and named its founder, Tom Matthesen, Head of Business Advisory within its family office solutions group.

$9bn Atlanta RIA Balentine Buys Business Advisory Firm

Tom Matthesen, founder of Valuation Growth Advisory (VGA), joins Balentine as Head of Business Advisory.

Balentine Expands Business Advisory Capabilities With Acquisition of Valuation Growth Advisory

Tom Matthesen joins as Head of Business Advisory, expanding Balentine's distinctive approach to serving entrepreneurs and business owners.