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Peruse our recent perspectives

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.

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.

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

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.

Balentine First generation Wealthy Book by Robert Balentine and Adrian Cronje

A deep team to guide you on your journey

Working with Balentine means working with all of us.