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Your Core Team
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Your Family Office Specialists.
Our subject matter experts bring you deep expertise in each of these pillars:
Peruse our recent perspectives
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Investments
Opportunity in Active Fixed Income
David Damiani discusses why we’re exploring selective active fixed income strategies as we strive to enhance portfolio performance in today’s evolving market.
Planning
Investments
How Does One Big Beautiful Bill Impact You?
We share the provisions impacting financial plans, estate plans, and closely held businesses - and invite you to submit your own questions.
Legacy
How Can You Build a Purpose-Driven Legacy?
In a presentation for the Institute of Classical Architecture & Art, Robert Balentine discusses how he strives to make a lasting impact for generations to come
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.
A book makes the best gift.
If you have someone in your life whom you'd like to gift our book First Generation Wealth, please let us know. We will be glad to send you a complimentary copy to share.
How can we improve your experience?
We take seriously our responsibility to guide your wealth journey. Emily Barbour's role is to continuously enhance your experience. If you have anything to share—whether it is something you've appreciated, a question, or an idea for improvement—please let us know.
A deep team to guide you on your journey
Working with Balentine means working with all of us.
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