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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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Making Sense of Higher Long-Term Rates
5% Treasury yields are back — and investors are treating it like a warning sign. Head of Public Markets Susie Wang makes the case for why it might be the opposite: a healthy return to normal.
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Entrepreneurs Serving Entrepreneurs
This article from Atlanta Business Chronicle spotlights our experienced Business Advisory Team and what sets them apart: they have firsthand perspective. Before advising entrepreneurs, they were lenders, advisors, CEOs and entrepreneurs in their own right, living the same pressures our clients face today. That firsthand perspective shapes every recommendation they make.
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$9bn Atlanta RIA Balentine Buys Business Advisory Firm
In this Citywire article, read more about Tom Matthesen, founder of Valuation Growth Advisory (VGA), and Balentine's Head of Business Advisory.
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Balentine Expands Business Advisory Capabilities With Acquisition of Valuation Growth Advisory
The acquisition represents the next step in Balentine’s long-term strategy to build a differentiated family office platform that integrates business advisory with wealth management for entrepreneurs and multigenerational families.
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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