Company profile
Ballentine Partners, LLC
A decidedly human approach to managing wealth.
- Industry
- Financial Services
- Employees
- 137
- Headquarters
- Waltham, MA
- Founded
- 1984
- LinkedIn followers
- 6,164
- Office locations
- 3
Ballentine Partners, LLC company summary
Ballentine Partners, LLC is a company in the Financial Services industry, headquartered in Waltham, MA, founded in 1984. On LinkedIn the company has around 137 employees and 6,164 followers. The company lists 3 office locations. Its listed specialties include Wealth Planning, Investment Management, Family Education and Financial Counsel, Intergenerational Wealth Transfer Strategies, Financial Planning.
What technology does Ballentine Partners, LLC use?
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About Ballentine Partners, LLC
As an independent multi-family office, Ballentine Partners’ mission is to help families achieve their aspirations, build their legacy, and live the life they want to live. We measure success not just as a financial outcome, but also as a human outcome. Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise. We have delivered client-centric planning and sophisticated investment advice for the past four decades. We are dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.
Specialties
Where is Ballentine Partners, LLC located?
Ballentine Partners, LLC lists 3 office locations.
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Frequently asked questions about Ballentine Partners, LLC
What does Ballentine Partners, LLC do?
As an independent multi-family office, Ballentine Partners’ mission is to help families achieve their aspirations, build their legacy, and live the life they want to live. We measure success not just as a financial outcome, but also as a human outcome. Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise. We have delivered client-centric planning and sophisticated investment advice for the past four decades. We are dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.
How many employees does Ballentine Partners, LLC have?
Ballentine Partners, LLC has around 137 employees on LinkedIn.
Where is Ballentine Partners, LLC headquartered?
Ballentine Partners, LLC is headquartered in Waltham, MA.
Where does Ballentine Partners, LLC have offices?
Ballentine Partners, LLC lists 3 office locations, including Waltham, MA, US; Palm Beach Gardens, Florida, US; Wolfeboro, NH, US.
When was Ballentine Partners, LLC founded?
Ballentine Partners, LLC was founded in 1984.
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