What’s the difference between “wealth” and “legacy”?

At Balentine, we do more than manage wealth – we preserve your legacy. Our holistic approach enables clients to turn their financial success into a durable, multi-generational commitment to what matters most.

The Balentine Difference

“I appreciate the entrepreneurial mindset with which we approach every day and every decision at Balentine. It’s important for a firm to stay nimble, and I love that we have stayed true to that approach as we've grown.”

Emily Barbour

Relationship Manager
“When I first interviewed at Balentine for an assistant position, I expressed my goal to become an HR professional. I’ve made that goal a reality, having been surrounded by encouragement and support at Balentine every step of the way.”

Ben Webb

Director of Manager Selection and Implementation
“Balentine has a great story, and I love how the firm’s history has shaped our culture. Being a part of that story as a valued employee keeps me coming back for more.”

Christina Callesis

Human Resources and Project Manager
“Founding Balentine has been one of the most challenging and rewarding experiences of my life. I’m proud of what we’ve built together and am excited for the opportunities to come.”

Erica Farber

Consultant
Balentine clients were not compensated via credits or other benefits from Balentine for providing testimonials. Quotes do not necessarily represent all client experiences.

What’s the Balentine approach?

Deeper explanation of why and how Balentine invests in public markets, and how the firm goes above and beyond for clients.

Public markets

Deeper explanation of why and how Balentine invests in public markets, and how the firm goes above and beyond for clients.

Private markets

Deeper explanation of why and how Balentine invests in private markets, and how the firm goes above and beyond for clients

Taxable

Deeper explanation of why and how Balentine makes taxable investments, and how the firm goes above and beyond for clients

Tax-exempt

Deeper explanation of why and how Balentine invests in public markets, and how the firm goes above and beyond for clients.

First Generation Wealth book cover
“In simplest terms, wealth and assets don’t in and of themselves create a legacy, any more than bricks, windows and shingles transform a house into a home. Legacy is a far more elevated idea, animated by purpose and intentionality. It’s not investments or returns or even the most generous philanthropic giving in and of itself. It can be elusive and tough to articulate. But at its most essential level, a clear understanding and articulation of your legacy can help you, your advisors and your heirs answer your profound legacy questions.”

Robert Balentine and Adrian Cronje Ph.D

First Generation Wealth

Reach for your wealth and legacy 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?

Legacy

We help clients reach new levels of alignment, authenticity, trust, and transparency with loved ones by including each generation in discussions around wealth and exploring opportunities that reflect family values and interests.

Planning

Our financial planning services run the gamut, from asset and balance sheet management to cash flow reporting and maintenance.

Investments

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.

Insights

Browse our collection of resources for trustees and consultants.

For trustees juggling many fiduciary responsibilities, there’s a myriad of news and information to constantly unpack. As a plan consultant, you’re likely trying to make that burden a little lighter. Delve deeper into these topics our clients frequently mention, with insights from our knowledgeable Balentine team.

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Legacy

Family & Legacy Guide

Talking wealth and legacy isn’t easy. Our Family & Legacy Guide helps spark resilient, intentional conversations—and avoid the pitfalls of sudden wealth.
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Legacy

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.
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Legacy
Planning

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.
Read more

We look forward to meeting you.

If you have questions about wealth and legacy, rest assured that we're committed to providing education and advice to help you realize your goals. Simply fill out the form to schedule a meeting and one of our advisors will be in touch.

Balentine tree logo representing wealth

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