Ballentine Partners, LLC Employee Directory
Financial ServicesMassachusetts, United States51-200 Employees
Ballentine Partners, LLC operates as an independent multi-family office focused on holistic wealth management for a diverse client base, ranging from individuals with several million in liquid assets to multigenerational families with substantial wealth. The firm emphasizes integrated investment solutions paired with in-depth planning expertise, aiming to support clients in achieving financial goals while also prioritizing human outcomes and legacy planning. Based in Waltham, Massachusetts, Ballentine Partners has established four decades of client-centered guidance, serving families worldwide with objective advice that aligns with clients’ best interests. The company’s activities place it within the financial services sector, offering tailored advisory services that reflect a broad capability set beyond traditional investment management. Recent developments include industry recognitions for workplace excellence, documenting ongoing efforts to foster a strong organizational environment.