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Ballentine Partners Overview
Type
Multi Family Office
Year Founded
1995
General Information
Ballentine Partners is a multi-family office headquartered in Rochester. Founded in 1984, the firm provides advisory and investment services to families navigating complex wealth management needs. With a focus on long-term capital preservation and tax-efficient strategies, Ballentine Partners supports clients through transitions and evolving financial objectives—offers comprehensive solutions tailored to multi-generational family wealth and governance.
Contact Information
Website:
https://ballentinepartners.com
Year Founded:
1995
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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