Better Money Better World

#38 | Ballentine Partners: Multi-Generational Wealth Value Aligned Advisors

Episode Summary

Ballentine Partners is a multi-family office with $20 billion under advisement across 270 client families. Ballentine was one of the early pioneers in private impact investing given their long-term view on wealth management and their goal of helping clients to align their values and their practices through allocation of capital. While clients often start seeking alpha creation, Ballentine’s clients derive the most value from work to ensure healthy family relationships around money. In particular, raising children who are grounded, engaged and empowered to use their family resources toward goals for family, community and society.