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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.
Start with these core pieces to understand how our approach to financial planning, investments, business advisory, and legacy is different.
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Balentine Becomes A Third-Generation Family Firm
With Emily's election to Partner, our firm leadership reflects the spirit of multigenerational stewardship we seek to help our client families cultivate.
Michael E. Pearson Elected Principal
Mike will help shape firm strategy, strengthen collaboration, and guide teams through an increasingly complex regulatory landscape.
Emily Balentine Barbour Elected Partner
Emily's lived experience and deep passion for client service uniquely position her to drive the firm’s next phase of growth.
Robert Vann, Jr. Joins Balentine as Senior Relationship Manager, Multi-Family Office
With more than two decades of experience as an attorney and wealth advisor, Robby will partner with multigenerational families to protect, preserve, and sustain their legacy.
What Stories Do You Want to Share This Holiday Season?
We've created two simple guides to help you spark meaningful conversations with your family.
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Letting Go Is A Leadership Skill
In this Fast Company piece, Adrian Cronje explores what entrepreneurs can learn from wealth management: that real leadership means empowering others to thrive without you—and knowing when to step back so your vision can grow.
Advising Families Is Sacred Work
Drawing from decades of guiding families — including his own — Robert Balentine shares lessons on how to communicate with care, stay aligned through life’s changes, and nurture a legacy that reflects what matters most.
Legacy Begins with Showing Up
Adrian Cronje reflects on his year as President of the Rotary Club of Atlanta, reminding us that legacy starts with showing up and standing alongside others in service of a greater goal.
Artificial Intelligence: Engine of Change
AI is more than a headline—it’s a long-term driver of transformation across industries and markets. In our Q3 Market & Economic Report, we explore recent economic shifts and share why we believe AI’s rise matters to investors today.
Celebrating Art Across Generations
Our Chairman, Robert Balentine, was featured in Cultured magazine, where he shared insights on his family’s collection and the Balentine Prize’s role in championing the next generation of artists.
Caroline Allison Wins The Balentine Prize
With Book of Hours, Caroline transforms Southern skies into timeless art, capturing the spirit of imagination and innovation we celebrate as art lovers and entrepreneurs. We were proud to celebrate with her at the 2025 Atlanta Art Fair.
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Art as an Asset
Mark Bell, Ph.D., spoke with the Atlanta Business Chronicle ahead of his Atlanta Art Fair panel on art and finance, noting how collecting can strengthen portfolios while underscoring Atlanta’s growing cultural influence.
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