Let Balentine be your guide on your wealth management journey.

The Atlanta Business Chronicle honored Robert Balentine with the 2026 Ann Cramer Lifetime Achievement Award. This feature highlights Robert's legacy of growth: building a leading wealth management firm while advancing red spruce restoration through Southern Highlands Reserve.

This distinction celebrates visionary leadership and meaningful impact, recognizing Adrian’s commitment to excellence and placing him among an exceptional group of leaders shaping Georgia’s business community.

We explore our conviction that recent market performance points not to an end of momentum, but to a healthy consolidation across both public and private markets—one that reinforces the foundation for future opportunity. We reflect on performance throughout 2025, take a closer look at the fourth quarter, and share our perspective on the key risks and opportunities shaping 2026.

With a knack for navigating uncertainty, entrepreneurs are uniquely suited for private capital investing, a powerful tool for building long-term portfolios and lasting legacies. In this Entrepreneur article, Mark Bell shares four steps to get started.

Money can buy freedom but not fulfillment. In this FastCompany piece, Adrian Cronje explores how to align your time, energy, and focus with what truly matters. Because in the end, your legacy isn’t built on what you’ve earned, but on how you chose to spend your days.

Founder of Southern Highlands Reserve and a longtime leader in Atlanta’s civic community, Robert Balentine receives the 2026 Lifetime Achievement Award from The Atlanta Business Chronicle.

With Emily's election to Partner, our firm leadership reflects the spirit of multigenerational stewardship we seek to help our client families cultivate.

Mike will help shape firm strategy, strengthen collaboration, and guide teams through an increasingly complex regulatory landscape.

Emily's lived experience and deep passion for client service uniquely position her to drive the firm’s next phase of growth.

With more than two decades of experience as an attorney and wealth advisor, Robby will partner with multigenerational families to protect, preserve, and sustain their legacy.

We've created two simple guides to help you spark meaningful conversations with your family.

In this Fast Company piece, Adrian Cronje explores what entrepreneurs can learn from wealth management: that real leadership means empowering others to thrive without you—and knowing when to step back so your vision can grow.