Insights

Let Balentine be your guide on your wealth management journey.

Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more. Select the topics that interest you, or browse our full collection of resources from trusted thought leaders.

Start with these core pieces to understand how our approach to financial planning, investments, business advisory, and legacy is different.

5 Key Questions To Simplify the Complexity of Your Business Transition

Family & Legacy Guide

15 “Cardinal Rules” for Entrepreneurs and Business Owners

Our best thinking on what's happening in the economy and markets and why it matters to investors.

Charitable Giving Guide

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Business advisory

Global economy and markets

What Really Matters: Legacy, Purpose, and the Power of a Love Letter

Share your experiences, lessons, and aspirations so that the wealth you have built is accompanied by the wisdom to manage it well.

How Are Investors Impacted by Market Volatility?

Though folks are making short-term spending adjustments, CEO Adrian Cronje shares why he believes panic is unfounded in the long-term.

Finding the Right Philanthropic Approach for Your Family

Philanthropy is more than giving—it’s a way for families to connect, align values, and build a lasting legacy. The right approach makes all the difference.

Philanthropy: A Playground for Families to Learn, Grow, and Give

Philanthropy is more than giving—it’s a chance to unite, reflect, and leave a legacy. Our Family Philanthropy Action Guide helps families give with purpose and impact.

Will Your Wealth Stand the Test of Time?

In Entrepreneur and Worth, Mark Bell, Ph.D., shares how education, governance, and long-term investing builds lasting generational wealth.

How Have Trump Administration Policies Impacted Investment Strategy?

Policy shifts stir markets, but long-term trends endure. David Damiani and other CIOs share insights in this Family Wealth Report article.

A Landmark Year

In 2024, we celebrated 15 years, expanded client guidance, and announced a generational partnership. Read more in our 2024 Year in Review.

Preserving & Propelling Wealth for Generations

Our long-term financial partnership with FJ Management will fuel our growth as a leading independent wealth manager and strengthen our ability to help our clients build what comes next for them and their families.

How Can Families Convey Values Along With Wealth?

Learn how the tactics you used to build a thriving business can directly apply to preserving your legacy in Robert Balentine's latest article for Forbes.