%20(1).png)
Your Core Team
No items found.
No items found.
No items found.
No items found.
A deep team to guide you on your journey
Working with Balentine means working with all of us.
Peruse our recent perspectives
.png)
.png)
Business advisory
What's the Impact of Market Volatility on Your Portfolio?
In this Triangle Business Journal interview, John Maddison shares Balentine's strategy for helping clients navigate today's volatile markets - including why keeping two years of spending needs in cash is a bedrock of client portfolios.
Legacy
Unlocking Enduring Wealth
Robert Balentine and Adrian Cronje share four insights for CEOs from their book, First Generation Wealth.
.png)
Planning
Preserve Your Wealth
Your tax liability could increase when the 2017 Tax Cuts and Jobs Act expires at the end of 2025. In this webinar, John Maddison joins Doug Neal of Windham Brannon to discuss the intricacies of the gift tax exclusion and provide some estate planning tips.
Planning
How Do Interest Rates Impact Your Estate Tax Liability?
Our Financial Planning Team shares estate planning strategies to take advantage of high- and low- interest rate environments.
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.
%20(1).png)