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Your Core Team
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Your Family Office Specialists.
Our subject matter experts bring you deep expertise in each of these pillars:
Peruse our recent perspectives
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Legacy
Planning
Trump Accounts: A Generational Investment
Trump Accounts enable families to starting start saving for their child’s future early – and benefit from the magic of compound interest
Press
Adrian Cronje among Georgia's 2026 Titan 100 Honorees
Explore the official 2026 Georgia Titan 100 Digital Book to learn more about Adrian’s recognition and meet the exceptional group of leaders shaping Georgia’s business community.
Legacy
Press
Shifting Your Mindset from Founder to Steward
In this Forbes Business Council article, Robert Balentine draws on his decades of experience advising business owners – and his own experience as an entrepreneur – to offer a practical framework for turning a successful business into a multi-generational legacy.
Press
A Tribute to Bostic from a fellow Atlanta Leader
In a personal reflection on Raphael Bostic’s leadership, Adrian celebrates the economist, communicator, and community member who made Atlanta's civic life richer.
A book makes the best gift.
If you have someone in your life whom you'd like to gift our book First Generation Wealth, please let us know. We will be glad to send you a complimentary copy to share.
How can we improve your experience?
We take seriously our responsibility to guide your wealth journey. Emily Barbour's role is to continuously enhance your experience. If you have anything to share—whether it is something you've appreciated, a question, or an idea for improvement—please let us know.
A deep team to guide you on your journey
Working with Balentine means working with all of us.
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