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Your Core Team
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A deep team to guide you on your journey
Working with Balentine means working with all of us.
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Private capital
How Do We Balance Private Capital Investments in Client Portfolios?
In the third article of our Private Capital Guide, Ben Webb & Mark Bell explain our Core-Moon-Satellite approach, which combines broad market exposure with focused and concentrated investments, helping drive growth while preserving wealth.
Private capital
How Can You Build Your Private Capital Portfolio To Grow Wealth for Generations?
In our Private Capital Guide, Ben Webb and Mark Bell discuss how a data-driven strategy blending diversification with long-term themes can create a custom portfolio. Learn how selecting high-performing assets and working with expert managers can help grow and preserve your wealth.
Private capital
Investments
Why Private Capital?
For families of significant wealth with portfolios concentrated in public markets, private markets provide potential opportunities for excess return and diversification. Read more in Article 1 of our Private Capital Guide.
Planning
Business advisory
How Can You Make Family Business Transitions Harmonious?
The same principles you used to develop a competitive advantage in your business can be applied to your family to preserve harmony and successfully transition ownership of your company. Learn more in Mark Bell’s latest article for Entrepreneur.
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.
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