Balentine Blueprint

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.

Transitioning your business may be the biggest financial decision of your life. Our guide offers insights from our experienced team to help you save time, money, and avoid common pitfalls.

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.