Let Balentine be your guide on your wealth management journey.

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.

The Nasdaq is up 150% since late 2022, and the parallels to the late '90s tech boom are hard to ignore. Head of Public Markets Susie Wang makes the case that stronger fundamentals (not speculation) are driving this rally, and why that matters for what comes next.

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.

Trump Accounts enable families to starting start saving for their child’s future early – and benefit from the magic of compound interest

Explore the official 2026 Georgia Titan 100 Digital Book to learn more about Adrian’s recognition and meet the exceptional group of leaders shaping Georgia’s business community.

In this Forbes Business Council article, Robert Balentine draws on his decades of experience advising business owners – and his own experience as an entrepreneur – to offer a practical framework for turning a successful business into a multi-generational legacy.