Ballentine Partners Sustainability Profile

Ballentine Partners is an independent multi-family office known for its uniquely human approach to wealth management. Over the last four decades, Ballentine has cultivated a diverse client base, from individual professionals to multigenerational families, managing assets ranging from $4 million to over $1 billion. The firm stands out for integrating 18 years of impact investing experience with its clients’ visions to invest in areas that matter to them while aiming for competitive financial returns. As a fiduciary, Ballentine prioritizes clients' interests by relying solely on fully-disclosed fees and maintaining independence from product sales or third-party payments.