Key Takeaways
- • Ballentine Partners, an independent multi-family office serving ultra-high-net-worth individuals and families, appointed Jeffrey Potter as Chairman of its Board of Managers, according to a PR Newswire release dated October 20, 2026.
- • Potter, who joined the firm in 2014 as a Senior Client Advisor, became a Partner in 2018 and served as Chief Financial Officer from 2021, overseeing financial management, capital planning, risk management and investment policy.
- • Potter retired from day-to-day responsibilities on June 30, 2026, and remains a consultant through the end of 2026, a transition the firm frames as continuity in leadership.
- • President and CEO Drew McMorrow said Potter's business experience and understanding of the firm make him well suited to lead the Board as Ballentine expands its family office services for future generations.
Summary
Ballentine Partners, an independent multi-family office providing wealth management and family office services to ultra-high-net-worth individuals and families, has named Jeffrey Potter Chairman of its Board of Managers, the firm announced in a PR Newswire release datelined Boston, October 20, 2026. The firm, founded in 1984, said the appointment reflects its commitment to governance, strategic leadership and sophisticated wealth management solutions.
Potter joined Ballentine Partners in 2014 as a Senior Client Advisor, working with domestic and international families on complex wealth management matters. He became a Partner in 2018 and was appointed Chief Financial Officer in 2021, where he played a central role in the firm's financial management, capital planning, risk management, investment policy and broader strategic initiatives. The release notes that his prior career spanned private equity, corporate development, investment banking and commercial lending.
Potter retired from his day-to-day responsibilities on June 30, 2026, and continues as a consultant through the end of the year. Ballentine President and CEO Drew McMorrow described Potter as a valued member of the leadership team for more than a decade and said his perspective will be invaluable as the firm evolves its family office services and invests in capabilities to serve future generations. Potter said he looks forward to supporting the Board and leadership team on the firm's long-term strategy.
Potter joined Ballentine Partners in 2014 as a Senior Client Advisor, working with domestic and international families on complex wealth management matters. He became a Partner in 2018 and was appointed Chief Financial Officer in 2021, where he played a central role in the firm's financial management, capital planning, risk management, investment policy and broader strategic initiatives. The release notes that his prior career spanned private equity, corporate development, investment banking and commercial lending.
Potter retired from his day-to-day responsibilities on June 30, 2026, and continues as a consultant through the end of the year. Ballentine President and CEO Drew McMorrow described Potter as a valued member of the leadership team for more than a decade and said his perspective will be invaluable as the firm evolves its family office services and invests in capabilities to serve future generations. Potter said he looks forward to supporting the Board and leadership team on the firm's long-term strategy.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.