How do I protect my family’s future?

We help wealth creators bring organization, simplification, and clarity to the many facets of their lives, building customized solutions that address both family and business matters.

The Balentine Difference

“I appreciate the entrepreneurial mindset with which we approach every day and every decision at Balentine. It’s important for a firm to stay nimble, and I love that we have stayed true to that approach as we've grown.”

Emily Barbour

Relationship Manager
“When I first interviewed at Balentine for an assistant position, I expressed my goal to become an HR professional. I’ve made that goal a reality, having been surrounded by encouragement and support at Balentine every step of the way.”

Ben Webb

Director of Manager Selection and Implementation
“Balentine has a great story, and I love how the firm’s history has shaped our culture. Being a part of that story as a valued employee keeps me coming back for more.”

Christina Callesis

Human Resources and Project Manager
“Founding Balentine has been one of the most challenging and rewarding experiences of my life. I’m proud of what we’ve built together and am excited for the opportunities to come.”

Erica Farber

Consultant
Balentine clients were not compensated via credits or other benefits from Balentine for providing testimonials. Quotes do not necessarily represent all client experiences.

What’s the Balentine approach?

Deeper explanation of why and how Balentine invests in public markets, and how the firm goes above and beyond for clients.

Public markets

Deeper explanation of why and how Balentine invests in public markets, and how the firm goes above and beyond for clients.

Private markets

Deeper explanation of why and how Balentine invests in private markets, and how the firm goes above and beyond for clients

Taxable

Deeper explanation of why and how Balentine makes taxable investments, and how the firm goes above and beyond for clients

Tax-exempt

Deeper explanation of why and how Balentine invests in public markets, and how the firm goes above and beyond for clients.

First Generation Wealth book to help wealth creators think through what it takes to build a meaningful legacy and best support future generations.
“We’ve seen clients nail the transfer of wealth with their textbook handling of business and personal affairs. We’ve also seen clients blow it. The fact is, not all the blame lies at the feet of the third generation. First-generation wealth creators have a weighty responsibility and a priceless opportunity to influence whether their wealth and legacy defy odds and continue thriving for a fourth generation and beyond.”

Robert Balentine and Adrian Cronje, Ph.D.

First Generation Wealth

Reach for your legacy 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?

Legacy

We help clients reach new levels of alignment, authenticity, trust, and transparency with loved ones by including each generation in discussions around wealth and exploring opportunities that reflect family values and interests.

Planning

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

Investments

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.

Insights

Browse our collection of resources for trustees and consultants.

For trustees juggling many fiduciary responsibilities, there’s a myriad of news and information to constantly unpack. As a plan consultant, you’re likely trying to make that burden a little lighter. Delve deeper into these topics our clients frequently mention, with insights from our knowledgeable Balentine team.

View more insights
Legacy
Planning

Can Your Family Sustain Your Business?

Adrian Cronje discusses three timeless principles that can help entrepreneurs turn business success into a lasting legacy.
Read more
Legacy
Business advisory

Navigating Change as a Business Owner

In this Forbes article, Robert highlights the importance of self-awareness, adaptability, and proactive leadership for business owners to sustain growth and avoid decline.
Read more
Legacy

Family & Legacy Guide

Talking wealth and legacy isn’t easy. Our Family & Legacy Guide helps spark resilient, intentional conversations—and avoid the pitfalls of sudden wealth.
Read more

We look forward to meeting you.

If you have questions about protecting your family’s future, rest assured that we're committed to providing education and advice to help you realize your goals. Simply fill out the form to schedule a meeting and one of our advisors will be in touch.

Balentine tree logo representing wealth management

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