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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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Investments
Less Guidance, More Discipline: The Fed Steps Back
In Q2, Kevin Warsh took over as Fed Chair with a different playbook: price stability first, and no more signaling the Fed's next move. Investors lost their read on what came next, and markets turned choppy. We didn't waver. We stayed the course our data-driven process set: overweight stocks, no reactive trades. The result? We believe our discipline was rewarded. CIO David Damiani, CFA shares how in our Quarterly Market and Economic Report.
Investments
The Tax-Aware Investor
For investors who pay taxes on their gains, how you manage your tax bill can matter just as much as how your investments perform. Explore these four tools of tax-aware investing and how using the right one at the right time can help you keep more of what you’ve built.
Private capital
Beyond the Exit: How Opportunity Zones Turn a Tax Bill Into a Long-Term Investment
Opportunity Zones began as a temporary program to push private investment into overlooked communities. After proving their worth, they’ve been made permanent, with some useful updates. For business owners who have recently sold, or are approaching a sale, they deserve a close look.
Investments
Investing After the Exit: Why TALS May Be the Right Strategy After Your Business Sale
We believe tax-loss harvesting is a reliable tool for keeping more of what you've earned — but it has a shelf life. Tax-aware long/short (TALS) is designed to pick up where it leaves off.
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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