Let Balentine be your guide on your wealth management journey.

Conversations about wealth, transfer, and legacy can be some of a family’s most challenging. Our Family & Legacy Guide discusses building resiliency, avoiding the pitfalls of sudden wealth, and fostering hopeful, intentional discussions.

Share your experiences, lessons, and aspirations so that the wealth you have built is accompanied by the wisdom to manage it well.

Philanthropy is more than just giving—it’s a powerful way for families to connect, align values, and create a lasting legacy. From Donor Advised Funds to private foundations, choosing the right approach ensures meaningful impact.

Philanthropy is more than giving—it’s an opportunity to unite families, explore shared values, and create a lasting impact. Our Family Philanthropy Action Guide helps families navigate the complexities of giving, ensuring their generosity strengthens both their community and their legacy.

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.

Learn how the tactics you used to build a thriving business can directly apply to preserving your legacy in Robert Balentine's latest article for Forbes.

Robert Balentine recently joined the Smart Money Circle podcast with Adam Sarhan to share thoughts on his career journey, investment philosophy & leadership in business. Learn more insights by watching this video.

Wealth created by one generation is often lost by the third. In this article for Forbes, Robert Balentine shares how wealth creators can prepare their families for the future, sharing three guiding principles for building a legacy.

Robert Balentine and Adrian Cronje share four insights for CEOs from their book, First Generation Wealth.

If you're past the high growth stage of your career and considering how to expand your role in your company, mentorship can help you develop future leaders. Learn David Damiani's tips for a successful mentorship relationship in this article for Inc.

Chairman Robert Balentine shares benefits of succession planning including strengthening your business, creating resilience, and leaving a legacy in his latest article for Forbes.

In a Forbes article, Chairman Robert Balentine discusses how to equip your successors to carry your legacy into the future.

Chairman Robert Balentine compares gardening to entrepreneurship in his article on LinkedIn

Robert Balentine and Adrian Cronje talk about "First Generation Wealth" in Simply Buckhead Magazine

CEO Adrian Cronje's feature in Real Leaders magazine

Chairman Robert Balentine discusses legacy and giving through your business

Chairman Robert Balentine explains why it's crucial that advisors focus on conversations about family relationships on the Barron's Advisor podcast.

See Chairman Robert Balentine on Fox 5 Atlanta

Read CEO Adrian Cronje's article in Fast Company

Read Robert's article in Forbes

I often meet entrepreneurs who spend decades using a disciplined, process-oriented approach to building their businesses and, as a result, accumulate great wealth. However, it’s remarkable how many of them devote more time to planning their next vacation than to choosing a wealth manager to steward the proceeds from their life’s work after a transition event.