Ballentine Partners strives to provide select families and entrepreneurs with an elite level of wealth management service. This independent firm gives complete investment and financial advice and service with a global perspective. Ballentine Partners approach includes three major criteria: Helping their clients protect and grow their wealth, simplify their financial lives, and create a legacy. They do this by offering objective advice and investment expertise through their experienced and accessible staff. They seek to help their clients improve their “financial IQ” and also work with a wealth psychologist to give a philanthropic perspective that spans all generations of clients. One essential aspect of what Ballentine Partners do is helping their clients determine the priority of their financial goals and manage competing objectives in order to achieve that goal. They do not seek to replace any other advisors but work as a team with the professionals their clients already have in place. Ballentine Partners is simply trying to take the stress of financial investments and situations off the shoulders of their clients and carry the load themselves, leaving their clients in good hands with a peace of mind.