Robert Balentine has spent his career advising families on wealth and legacy. He's also lived it himself: he built a firm with his father, sold it, then walked away to start over independently when staying meant compromising his beliefs. In this Worth feature, he shares why he legacy is measured by the values you protect, not the wealth you accumulate.

Adrian Cronje, Ph.D., CFA, explores the emotional identity shift that often follows a successful business sale and offers five ways founders can move forward with clarity and purpose.

Balentine promotes Emily Balentine Barbour, CFP® to Executive Vice President, and Matt Raines and Ben Webb, CFA, to Partner.

In Q2, Kevin Warsh took over as Fed Chair with a different playbook: price stability first, and no more signaling the Fed's next move. Investors lost their read on what came next, and markets turned choppy. We didn't waver. We stayed the course our data-driven process set: overweight stocks, no reactive trades. The result? We believe our discipline was rewarded. CIO David Damiani, CFA shares how in our Quarterly Market and Economic Report.

For decades, Robert Balentine has guided entrepreneurs through pivotal transitions. In this Forbes article, he lays out a hands-on approach to navigating the emotional and relational shifts of an exit, helping founders turn a successful business into wealth that lasts well beyond one generation.

For investors who pay taxes on their gains, how you manage your tax bill can matter just as much as how your investments perform. Explore these four tools of tax-aware investing and how using the right one at the right time can help you keep more of what you’ve built.

Mark Bell, Ph.D., and Ben Webb, CFA, share why Balentine prefers lower-middle-market buyout funds, especially in defense, heavy industry and aerospace. The two leaders break down what makes a manager worth backing, as niche private capital specialists with operational expertise and a disciplined process.

Mark Bell, Ph.D., and Ben Webb, CFA, break down how Balentine builds its private capital lineup — leaning into tech, AI, and cybersecurity, and sticking with managers who can prove a repeatable process. They also share why the firm is selective with direct deals and co-investments, only stepping in when the opportunity can beat what a diversified fund already offers.

Mark Bell, Ph.D., and Ben Webb, CFA, share insights into Balentine's private capital portfolio strategy, current positioning, and the case for sports as a durable investment theme.

Opportunity Zones began as a temporary program to push private investment into overlooked communities. After proving their worth, they’ve been made permanent, with some useful updates. For business owners who have recently sold, or are approaching a sale, they deserve a close look.

We believe tax-loss harvesting is a reliable tool for keeping more of what you've earned — but it has a shelf life. Tax-aware long/short (TALS) is designed to pick up where it leaves off.

In his latest article for Fast Company, CEO Adrian Cronje, Ph.D., CFA, reflects on what it actually takes to stay grounded, and what he learned from watching a fellow leader do it well.