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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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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.
Four Blind Spots That Cost Business Owners at Exit
Head of Business Advisory, Tom Matthesen, talks through the four areas business owners tend to overlook. Drawing on his own path as a two-time entrepreneur, Tom explains why planning for an exit should begin years before a sale is in sight.
A Founder's Guide to Private Capital Investing
In this Entrepreneur article, Mark Bell, Ph.D., breaks down why founders and business owners often already have the mindset to become natural private capital investors.
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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