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Finance and Investment Team

About

The Finance and Investment Team at Ballentine Partners, LLC is responsible for crafting and managing customized investment strategies that align with each client's unique financial goals. The team combines deep financial planning expertise with sophisticated investment advice to provide comprehensive wealth management solutions. Key members include the Chief Investment Officers and Directors specializing in private investments and high net worth practices, ensuring that clients receive tailored, objective advice aimed at optimizing their financial well-being.