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Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more. Select the topics that interest you, or browse our full collection of resources from trusted thought leaders.
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Navigating Tidal Forces
We are thrilled to announce our 2025 Capital Markets Forecast. In this annual research piece, we seek to identify realistic market expectations over the next year and align them with opportunities we foresee to achieve portfolio goals.
How Can You Avoid the Shirtsleeves-to-Shirtsleeves Phenomenon?
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.
Unlocking Enduring Wealth
Robert Balentine and Adrian Cronje share four insights for CEOs from their book, First Generation Wealth.
Are You Ready To Be a Mentor?
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.
What’s the Best Gift Founders Can Give Future Generations?
Chairman Robert Balentine shares benefits of succession planning including strengthening your business, creating resilience, and leaving a legacy in his latest article for Forbes.
Navigate Succession By Preparing The Next Generation
In a Forbes article, Chairman Robert Balentine discusses how to equip your successors to carry your legacy into the future.
Growing a Business
Chairman Robert Balentine compares gardening to entrepreneurship in his article on LinkedIn
Creating a Legacy
Robert Balentine and Adrian Cronje talk about "First Generation Wealth" in Simply Buckhead Magazine
3 Guiding Principles for Long Lasting Wealth
CEO Adrian Cronje's feature in Real Leaders magazine
How Companies Can Build A Legacy Through Philanthropy
Chairman Robert Balentine discusses legacy and giving through your business
How to Build an Enduring Legacy and Secure Long-Lasting Wealth
Chairman Robert Balentine explains why it's crucial that advisors focus on conversations about family relationships on the Barron's Advisor podcast.
How to make the family business last for generations
See Chairman Robert Balentine on Fox 5 Atlanta
Courageous Conversations about Your Legacy
Read CEO Adrian Cronje's article in Fast Company
Privilege - Proofing Your Family
Read Robert's article in Forbes
How to Select a Financial Advisor
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.
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