Our plans aren’t static documents reviewed once a year. We take a holistic approach, prioritizing what matters most to you and continually reassessing and updating your plan as your needs evolve.

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.

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

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

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.

While policy shifts can drive short-term market volatility, history shows that long-term trends tend to remain steady. In this article for Family Wealth Report, David Damiani and other chief investment officers shared their insights.

Matt, Mallorie and Liz represent the next generation of leadership at Balentine. Their elevation to Principal reflects their individual achievements and Balentine’s investment in the future.

With over 25 years of financial expertise, Jon will lead efforts to strengthen client relationships and provide tailored wealth management solutions for families and entrepreneurs.

In 2024, we celebrated our 15th anniversary, deepened the guidance we provide to clients, and announced a partnership that will help our firm last for generations. Read more in our 2024 Year In Review.

Our long-term financial partnership with FJ Management will fuel our growth as a leading independent wealth manager and strengthen our ability to help our clients build what comes next for them and their families.