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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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Eyes On The Road
Last quarter, stocks gained 2.3% while bonds lost 3.5%, their steepest drop since 2022. Wising yields, $90 oil and record U.S. debt, many investors are bracing for trouble. In our Quarterly Market and Economic Report, CIO David Damiani, CFA explains why our model is telling us to stay invested — and what could change our view.
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Money Compounds, But Trust Compounds Faster
Drawing on his decades of experience guiding entrepreneurs, Robert Balentine shares practical habits for building a legacy that holds up across generations. In this Forbes article, he explains why the family businesses that last are often led by people who treat trust as part of what they will hand down.
What Business Owners Often Miss Before a Sale
In this Entrepreneur article, Mark Bell, Ph.D., explains how capital, people, earnings and succession are closely linked. He makes the case for examining all four areas early, while business owners still have time to strengthen the business on their own terms.
Atlanta Artist Knox Clayton Recognized with Balentine Prize for 'Rothko’s Red' at 2026 Atlanta Art Fair
In "Rothko's Red," Knox builds a vivid composition stitch by stitch, allowing each color and shape to guide the next. His approach reflects the patience and discipline we bring to caring for the families we serve. We were proud to celebrate him at the 2026 Atlanta Art Fair.
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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