Ballentine Partners is an independent multi-family office based in Providence, RI, offering a decidedly human approach to managing wealth. With over four decades of experience, they provide client-centric planning and sophisticated investment advice to individuals and families worldwide, focusing on their best interests and helping them make smart decisions about their wealth.
With $9.9 billion in assets under management and $21 billion in assets under advisement, Ballentine Partners serves a diverse range of clients, from individual professionals to multigenerational families. Their team of experts uses an active approach to preserve and grow wealth, while also practicing strategic wealth management to develop comprehensive plans that align with clients' goals and promote success and well-being across generations.
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