Let Balentine be your guide on your wealth management journey.

Transitioning your business may be the biggest financial decision of your life. Our guide offers insights from our experienced team to help you save time, money, and avoid common pitfalls.

Founding Partner David Damiani reflects on lessons learned over Balentine’s 15-year journey, emphasizing the power of staying grounded in core values and vision while remaining agile to navigate unexpected challenges.

Though folks are making short-term spending adjustments, CEO Adrian Cronje shares why he believes panic is unfounded in the long-term.

Building a lasting legacy takes more than just good fortune. In his latest article, featured in Entrepreneur and Worth, Mark Bell, Ph.D., explains how financial education, family governance, and disciplined investing—especially through private capital markets and long-term strategies—are key to sustaining generational wealth.

Crises can be catalysts for growth, providing golden opportunities for business owners to do what would seem impossible under normal circumstances. Learn about the benefits of cultivating a crisis-ready mindset in Adrian Cronje's latest article for FastCompany.

Adrian Cronje defines purpose as a deep sense of motivation and appreciation for your work. In his latest article for FastCompany, he shares that clarifying your purpose and sharing it with your team can sharpen your company’s vision and strategy and strengthen relationships with clients and employees.

Though it can be tempting to try to anticipate the impact of elections on your investment portfolio, we believe the election will have a limited impact on the stock market 12 months from now. In this article for Inc., David Damiani explains why - and offers five tips for keeping a cool head and a steady hand.

The same principles you used to develop a competitive advantage in your business can be applied to your family to preserve harmony and successfully transition ownership of your company. Learn more in Mark Bell’s latest article for Entrepreneur.

In this Triangle Business Journal interview, John Maddison shares Balentine's strategy for helping clients navigate today's volatile markets - including why keeping two years of spending needs in cash is a bedrock of client portfolios.

In this FastCompany article, Adrian Cronje, Ph.D., CFA shares the importance of entrepreneurs creating a competitive advantage to protect their businesses in the short and long-term.

In his latest article for Entrepreneur, Mark Bell explains how smart estate tax planning could provide you with a competitive advantage and put an end to the hidden tax liability.

Ben Webb discussed Balentine's strategic approach to selecting investments and constructing portfolios on Franklin Templeton's Alternative Allocations Podcast.

Mark Bell, Ph.D. shares strategies for entrepreneurs to approach business financing following the “Fed Pivot."

John Maddison shares how a deep bench of superstar advisors can help entrepreneurs see their blindspots and make better decisions in this article for the TBJ.

Robert Balentine shares the importance of grounding your business in trusting relationships in this Forbes article.

Robert Balentine discusses why he believes joining a peer network is the best way to prevent the isolation that comes with leadership in an article for Forbes.

John Maddison identifies opportunities to align business and personal financial planning in an article for Triangle Business Journal.

In an article for FastCompany, Adrian Cronje shares the importance of effective communication when the plan is to scale your business.

Adrian Cronje shares his passion about guiding entrepreneurs turn business success into long-term wealth and legacy.

Considerations for selling or keeping your business

Balentine Adds Joe Fahey as Senior Family Business Advisor

10 steps every business owner should take

From finances to family, here are the steps to take