Ballentine Partners

Ballentine Partners is an independent, multi-family office based in Waltham, Massachusetts. The company employs 107 individuals and has generated revenue of $50 million. Ballentine Partners provides customized investment solutions and in-depth planning expertise to a diverse clientele. They cater to individual professionals and entrepreneurs with $4 million or more in liquid assets, as well as multigenerational families with over $1 billion in assets. Their services are designed to help families achieve their financial and life goals. With four decades of experience, Ballentine Partners prides itself on delivering client-centric planning and sophisticated investment advice. The company is dedicated to serving families globally and providing objective guidance that prioritizes the best interests of its clients. For more information, visit ballentinepartners.com.