%20(1).png)
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.
.png)
.webp)
Preserve Your Wealth
Your tax liability could increase when the 2017 Tax Cuts and Jobs Act expires at the end of 2025. In this webinar, John Maddison joins Doug Neal of Windham Brannon to discuss the intricacies of the gift tax exclusion and provide some estate planning tips.
Unlocking Enduring Wealth
Robert Balentine and Adrian Cronje share four insights for CEOs from their book, First Generation Wealth.
How Do Interest Rates Impact Your Estate Tax Liability?
Our Financial Planning Team shares estate planning strategies to take advantage of high- and low- interest rate environments.
Knowing Your Competitive Advantage
In this FastCompany article, Adrian Cronje, Ph.D., CFA shares the importance of entrepreneurs creating a competitive advantage to protect their businesses in the short and long-term.
Steady Expansion Without Euphoria
In our latest Quarterly Market & Economic Report, Adrian Cronje, Ph.D., CFA, explains why we believe high market valuations are justified and provides an update on Balentine’s public and private market performance.
Are You Ready To Be a Mentor?
If you're past the high growth stage of your career and considering how to expand your role in your company, mentorship can help you develop future leaders. Learn David Damiani's tips for a successful mentorship relationship in this article for Inc.
Are You Ready for the Expiration of the 2017 Tax Cuts and Jobs Act?
John Maddison shares tips you might use to adjust your estate plan to minimize tax liability in this article for Triangle Business Journal.
How Can Entrepreneurs Eliminate Tax Liability?
In his latest article for Entrepreneur, Mark Bell explains how smart estate tax planning could provide you with a competitive advantage and put an end to the hidden tax liability.
.webp)
What’s the Best Gift Founders Can Give Future Generations?
Chairman Robert Balentine shares benefits of succession planning including strengthening your business, creating resilience, and leaving a legacy in his latest article for Forbes.
Adrian Cronje is the Rotary Club of Atlanta's President
As 111st President, he will focus on securing the future of the organization’s Early Childhood Champions program for generations.
%20(1080%20x%201080%20px)%20(1).png)
Spotlight On: Adrian Cronje
In this interview with Capital Analytics Associates, Adrian Cronje discusses Balentine’s near-term priorities, Atlanta’s entrepreneurial market, and how interest rate hikes have impacted wealth management.
What Should you Consider Before Investing in Alternatives?
Ben Webb discussed Balentine's strategic approach to selecting investments and constructing portfolios on Franklin Templeton's Alternative Allocations Podcast.
%20(1).png)
