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.

Our Core-Moon-Satellite approach combines broad market exposure with focused and concentrated investments, helping drive growth while preserving wealth. Read more in Article 3 of our Private Capital Guide.

To create custom portfolios for our clients, we utilize a data-driven strategy blending diversification with long-term themes. Within this strategy, we select what we believe to be high-performing assets and work with expert managers. Learn how this approach could help preserve and grow wealth in Article 2 of our Private Capital Guide.

For families of significant wealth with portfolios concentrated in public markets, private markets provide potential opportunities for excess return and diversification. Read more in Article 1 of our Private Capital Guide.

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

Our annual Capital Markets Forecast draws from our research to identify realistic market expectations over the next year and align them with opportunities we foresee to achieve portfolio goals.

Why we believe it’s time for a private credit secondaries manager at Balentine.