The Balentine Difference

“Working with Balentine has been incredible. From day one, they were so lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.”

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Position, Company name

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Position, Company name

The Balentine Difference

"I couldn’t believe how well Balentine helped me and my family with the nulla erat rhoncus neque. Enim et cursus faucibus ullamcorper elementum tortor, justo nisl. Tellus massa blandit dignissim tristique.”

Jane Smith

CEO, Industrial Industries
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Balentine clients were not compensated via credits or other benefits from Balentine for their testimonials.

We help you navigate the complexities of wealth.

Your story — and purpose — will guide our approach to your unique situation. We’ll use them to direct a series of family member discussions, identify priorities and concerns, and create an aligned plan for moving forward.

Family dynamics

A purposeful family mission and communication plan could be the greatest gift you leave for future generations, but investing in family alignment is hard and takes a concerted effort. Everything starts with understanding your “why” and documenting your family’s journey to this point in time.

Philanthropy

Let what’s important to you drive your giving strategy. We’ll help you draft family mission and values statements, governance documents, a strategic philanthropic plan, and a social impact plan — which will guide why, where, and how you give.

Education

Most families have members with different levels of financial literacy — so we lead an ongoing education initiative to meet family members where they are in their learning and equip them to confidently steward the family legacy.

Family and Legacy Guide

Our exclusive guide, Family & Legacy, offers insight to help families increase resiliency, avoid getting lost in the desert of riches, and approach conversations with a renewed spirit of hopefulness and intentionality.

Download the Wealth & Legacy Guide
First generation Wealth book written by Robert Balentine and Adrian Cronje

“It is the human elements that matter most in the successful cultivation and preservation of wealth and legacy. Over time, we’ve uncovered three important, yet simple, themes. We hope each principle provides inspiration and concrete steps you can take now to instill your value system on generations to come.”

Learn more about the landscape of legacy.

From answering questions about succession to adding optionality to your college savings plan, browse our collection of legacy-related resources from Balentine thought leaders.

Navigate Succession By Preparing The Next Generation

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

Philanthropic Giving

Which charitable giving vehicle aligns with your needs? We discuss Donor Advised Funds and private foundations and provide resources to get started.

Growing a Business

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

Reach for your goals —we’ll go the extra mile to make sure you get there.

At Balentine, we do it all – even services that don’t neatly fall into one of these categories. Our highly personalized, full-team approach brings objectivity, insight, and experience to identify your goals and objectives. How can we help you on your wealth management journey?

Our financial planning services run the gamut, from asset and balance sheet management to cash flow reporting and maintenance.

We invest in public and private markets as well as making investments that are taxable and tax-exempt — guided by our unemotional, data-driven models.

Managing wealth is distinctly different from managing and operating a company — and as entrepreneurs ourselves, we can provide unbiased, experience-backed advice on decisions like taking your company public, making your exit, or creating a succession plan.

We proudly serve as a trusted partner to plans and consultants alike: Protecting capital, capturing market upside, and identifying and acting on opportunities, near and far.