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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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Making Sense of Higher Long-Term Rates
5% Treasury yields are back — and investors are treating it like a warning sign. Head of Public Markets Susie Wang makes the case for why it might be the opposite: a healthy return to normal.
Balentine Targets Entrepreneurs with Acquisition of Alpharetta Firm
Balentine has acquired Alpharetta-based Valuation Growth Advisory and named its founder, Tom Matthesen, Head of Business Advisory within its family office solutions group.
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$9bn Atlanta RIA Balentine Buys Business Advisory Firm
Tom Matthesen, founder of Valuation Growth Advisory (VGA), joins Balentine as Head of Business Advisory.
Balentine Expands Business Advisory Capabilities With Acquisition of Valuation Growth Advisory
Tom Matthesen joins as Head of Business Advisory, expanding Balentine's distinctive approach to serving entrepreneurs and business owners.
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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