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Peruse our recent perspectives

Wealth transfers. Legacy is built.

In this podcast episode, Emily shares that the future of wealth management isn't just financial. It's relational, generational, and deeply personal.

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.

A Legacy of Growth

The Atlanta Business Chronicle honored Robert Balentine with the 2026 Ann Cramer Lifetime Achievement Award. This feature highlights Robert's legacy of growth: building a leading wealth management firm while advancing red spruce restoration through Southern Highlands Reserve.

Adrian Cronje Is a 2026 Georgia Titan 100 Honoree

This distinction celebrates visionary leadership and meaningful impact, recognizing Adrian’s commitment to excellence and placing him among an exceptional group of leaders shaping Georgia’s business community.

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.

Balentine First generation Wealthy Book by Robert Balentine and Adrian Cronje

A deep team to guide you on your journey

Working with Balentine means working with all of us.