%20(1).png)
Your Core Team
No items found.
No items found.
No items found.
No items found.
Your Family Office Specialists.
Our subject matter experts bring you deep expertise in each of these pillars:
Peruse our recent perspectives
.png)
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.
Press
The Discipline of Authentic Leadership
In his latest article for Fast Company, CEO Adrian Cronje reflects on what it actually takes to stay grounded, and what he learned from watching a fellow leader do it well.
Legacy
Planning
Trump Accounts: A Generational Investment
Trump Accounts enable families to starting start saving for their child’s future early – and benefit from the magic of compound interest
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.
%20(1).png)
