Company

Ballentine Partners, LLC

Financial Services Waltham, Massachusetts, United States 130 employees

Employees: 130
Contacts: 3
Emails: 3
Phones: 2

ballentinepartners.com LinkedIn

Ballentine Partners, LLC Overview

Headquarters: Waltham, Massachusetts, United States
Website: ballentinepartners.com
Industry: Financial Services
Employees: 130
Founded: 1984
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth Planning Investment Management Family Education and Financial Counsel Intergenerational Wealth Transfer Strategies Financial Planning Wealth Management Family Well-being Family Office

About Ballentine Partners, LLC

As an independent multi-family office, Ballentine Partners’ mission is to help families achieve their aspirations, build their legacy, and live the life they want to live. We measure success not just as a financial outcome, but also as a human outcome. Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise. We have delivered client-centric planning and sophisticated investment advice for the past four decades. We are dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.

Ballentine Partners, LLC Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

Ballentine Partners, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Coventry Edwards-Pitt		United States	View
Peter Chiappinelli, Cfa, Caia	Partner & Chief Investment Officer	Greater Boston, United States	Email Phone
Barry Tubman	Partner & Chief Operating Officer	Greater Boston, United States	Email
Sheila Chen Lawrence	Partner & Senior Client Advisor	Waltham, Massachusetts, United States	Email Phone