Let Balentine be your guide on your wealth management journey.

To create custom portfolios for our clients, we utilize a data-driven strategy blending diversification with long-term themes. Within this strategy, we select what we believe to be high-performing assets and work with expert managers. Learn how this approach could help preserve and grow wealth in Article 2 of our Private Capital Guide.

The same principles you used to develop a competitive advantage in your business can be applied to your family to preserve harmony and successfully transition ownership of your company. Learn more in Mark Bell’s latest article for Entrepreneur.

For families of significant wealth with portfolios concentrated in public markets, private markets provide potential opportunities for excess return and diversification. Read more in Article 1 of our Private Capital Guide.

Barron's annual ranking seeks to shine a spotlight on the nation's best wealth managers and raise standards in the industry.

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.

In this Triangle Business Journal interview, John Maddison shares Balentine's strategy for helping clients navigate today's volatile markets - including why keeping two years of spending needs in cash is a bedrock of client portfolios.

Your tax liability could increase when the 2017 Tax Cuts and Jobs Act expires at the end of 2025. In this webinar, John Maddison joins Doug Neal of Windham Brannon to discuss the intricacies of the gift tax exclusion and provide some estate planning tips.

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

Our Financial Planning Team shares estate planning strategies to take advantage of high- and low- interest rate environments.

In this FastCompany article, Adrian Cronje, Ph.D., CFA shares the importance of entrepreneurs creating a competitive advantage to protect their businesses in the short and long-term.

In our latest Quarterly Market & Economic Report, Adrian Cronje, Ph.D., CFA, explains why we believe high market valuations are justified and provides an update on Balentine’s public and private market performance.

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.