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Preserving a legacy of possibility.
We’ve helped some of the most prominent families in the country improve alignment, communication, decision-making, and stewardship. We’ll help ensure your wealth is secure for generations to come.
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We help you navigate the complexities of wealth.
Your story — and purpose — will guide our approach to your unique situation. We’ll use them to direct a series of family member discussions, identify priorities and concerns, and create an aligned plan for moving forward.
Family dynamics
A purposeful family mission and communication plan could be the greatest gift you leave for future generations, but investing in family alignment is hard and takes a concerted effort. Everything starts with understanding your “why” and documenting your family’s journey to this point in time.
Philanthropy
Let what’s important to you drive your giving strategy. We’ll help you draft family mission and values statements, governance documents, a strategic philanthropic plan, and a social impact plan — which will guide why, where, and how you give.
Education
Most families have members with different levels of financial literacy — so we lead an ongoing education initiative to meet family members where they are in their learning and equip them to confidently steward the family legacy.
Family and Legacy Guide
Our exclusive guide, Family & Legacy, offers insight to help families increase resiliency, avoid getting lost in the desert of riches, and approach conversations with a renewed spirit of hopefulness and intentionality.
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“It is the human elements that matter most in the successful cultivation and preservation of wealth and legacy. Over time, we’ve uncovered three important, yet simple, themes. We hope each principle provides inspiration and concrete steps you can take now to instill your value system on generations to come.”
Learn more about the landscape of legacy.
From answering questions about succession to adding optionality to your college savings plan, browse our collection of legacy-related resources from Balentine thought leaders.
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How Can You Avoid the Shirtsleeves-to-Shirtsleeves Phenomenon?
Unlocking Enduring Wealth
Are You Ready To Be a Mentor?
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What’s the Best Gift Founders Can Give Future Generations?
Reach for your goals —we’ll go the extra mile to make sure you get there.
At Balentine, we do it all – even services that don’t neatly fall into one of these categories. Our highly personalized, full-team approach brings objectivity, insight, and experience to identify your goals and objectives. How can we help you on your wealth management journey?
Our financial planning services run the gamut, from asset and balance sheet management to cash flow reporting and maintenance.
We invest in public and private markets as well as making investments that are taxable and tax-exempt — guided by our unemotional, data-driven models.
Managing wealth is distinctly different from managing and operating a company — and as entrepreneurs ourselves, we can provide unbiased, experience-backed advice on decisions like taking your company public, making your exit, or creating a succession plan.
We proudly serve as a trusted partner to plans and consultants alike: Protecting capital, capturing market upside, and identifying and acting on opportunities, near and far.
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