Ballentine Partners
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.
Comprehensive family wealth management
Is this your firm? Claim your free profile to add photos, services, credentials, and start collecting client reviews.
Claim This Profile →About Ballentine Partners
Ballentine Partners — Comprehensive family wealth management. Founded in 1983, their team specializes in Family Office Services, Investment Management, Trust Services, Philanthropic Planning. They serve Multi-Generational Planning, Family Governance, Impact Investing clients, with clients in MA, NH, RI and beyond. Fees are structured on a 0.7% AUM basis.
Services & Specialties
Services
Frequently Asked Questions
Why Trust Coyote Wealth
Every fractional cfo on Coyote Wealth is reviewed against our editorial criteria before listing — no pay-to-play.
Verified Credentials
Active license status confirmed with state boards, SEC IAPD, and FINRA BrokerCheck.
Real Client Reviews
Reviews collected from verified clients. Spam detection and moderation applied.
Transparent Fees
Listed firms disclose their fee structure. Firms that refuse to share are flagged.
Clean Record
Screened against SEC, FINRA, and state databases for disciplinary history.
Get in Touch
Pricing
0.7% AUM