Ballentine Partners Family Office

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Ballentine Partners Family Office Overview

Type
Multi Family Office
Year Founded

General Information

Ballentine Partners Family Office is a multi-family office headquartered in Waltham, United States. Founded in 1984 and rooted in founder Roy Ballentine’s experience managing his family’s estate, the firm advises affluent families on investment strategy, tax and estate planning, and holistic financial affairs across generations, providing objective portfolio construction, risk oversight, philanthropy support, and family governance advice—delivers integrated wealth stewardship.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
230 3rd Ave, Fl 6, Waltham, MA 02451

Portfolio & Notable Allocations

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