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Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs.

BALLENTINE PARTNERS HAS TWO SERVICE GROUPS:
• Our Family Office group handles clients with assets of $20 million or more who want our full range of services.
• Our Mill Street Investment Management group serves clients with $3 million to $20 million of investment assets who seek primarily investment advice.

Our mission is to help our clients develop a comprehensive integrated approach to managing their financial lives and making the best use of their financial resources.  We act as our clients personal financial advocates and we bring the multiple advisors present in our clients’ lives together into a coherent team.  Our services encompass personal financial planning and wealth management for individuals and families with substantial wealth and incomes. We provide comprehensive objective advice. We do not sell insurance or investment products; our only source of income is fees paid to us by our clients.
Industry Role:
InvestorAllocator
Investor Type:
RIAWealthAdvisor
MultiFamilyOffice
Investment Interests:
HedgeFund
PrivateEquity
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