
Ballentine Partners
Ballentine Partners is an independent multi-family office dedicated to serving clients at inflection points of wealth with a human approach to wealth management.
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Ballentine Partners is an independent multi-family office dedicated to serving clients at inflection points of wealth who are looking for a holistic approach to wealth management. They have been providing client-centric planning and sophisticated investment advice for the past four decades, serving families worldwide and providing objective advice focused on their best interests. The company measures success not just as a financial outcome, but also as a human outcome, focusing on helping families make smart decisions about their wealth and giving them the freedom to focus on their lives and legacies.
Ballentine Partners takes a holistic approach to wealth management, offering services in investment, wealth advisory, and family well-being. They have deep experience across market cycles, asset classes, and geographies, and utilize a future-focused approach to helping clients preserve and grow wealth. They have a strong commitment to their independence, serving clients as a fiduciary and putting their interests ahead of their own. This is reflected in the high employee tenure at the company, which contributes to their stability and success in client engagements.
Flexibility
Ballentine Partners values a supportive and dynamic work environment, providing competitive compensation and benefits packages, as well as opportunities for professional development and advancement. The firm's commitment to its employees is reflected in its culture, which encourages teamwork and collaboration. While the company's website mentions a supportive and dynamic work environment, it does not explicitly state any information about flexible working arrangements, remote work, or other forms of job flexibility.
Benefits
Ballentine Partners offers competitive compensation and benefits packages to its employees, reflecting their commitment to creating a supportive and dynamic work environment. While specifics aren't explicitly listed on their website, they highlight these benefits as part of their commitment to employee well-being and are often mentioned in conjunction with being recognized as a "Best Place to Work" by Pensions & Investments.
Mission
Ballentine Partners is an independent multi-family office dedicated to serving clients at inflection points of wealth. They provide a holistic approach to wealth management, focusing not just on financial outcomes but also on the human impact of their strategies. Their mission is to help families make smart decisions about their wealth, giving them the freedom to focus on the lives they want to lead and the legacies they want to create. They strive to deliver client-centric planning and sophisticated investment advice, with a commitment to serving families worldwide and providing objective advice focused on their best interests.
Culture
Ballentine Partners prioritizes a supportive, diverse, and dynamic work environment where every employee feels valued and respected. They foster a culture of inclusivity, teamwork, and collaboration, promoting a positive and engaging atmosphere that empowers employees to succeed and grow. The company values its employees' unique perspectives and experiences, recognizing their contributions to delivering exceptional client service and achieving shared goals.
DE&I
Ballentine Partners is committed to fostering a diverse and inclusive work environment where employees from all backgrounds feel valued and supported. They believe that a culture of diversity and inclusion helps attract top talent, promotes creativity and innovation, and delivers better solutions for their clients. They actively promote diversity and inclusion in their hiring practices, employee training, and development programs, and through their daily interactions.
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