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Trade-Offs in Private Capital Investment
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In the final article of Balentine's 2023 Capital Markets Forecast, Trade-Offs in Private Capital Investment, we provide considerations for trade-offs in private capital: diversification, access, and fees.
Read the article, Diversification, Access & Fees: Trade-Offs in Private Capital Investment
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Don’t Mistake Wealth for Legacy
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.
You Sold the Company, Now What?
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.
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Balentine Names Emily Balentine Barbour to Executive Vice President and Names Two New Partners
Balentine promotes Emily Balentine Barbour, CFP® to Executive Vice President, and Matt Raines and Ben Webb, CFA, to Partner.
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