Ballentine Partners, LLC, is a leading independent investment and wealth management firm headquartered in the Boston area with additional offices in Florida and New Hampshire. Our client families rely on us to be their most trusted advisor and to manage all aspects of their complex financial lives. We are a team of over 100 professionals and our firm is known as a wonderful place to work. Our compensation philosophy and team structure foster a collegial work environment. We are unusual in the financial services industry in that we believe our employees’ having a balanced life makes them better at their work. We are proud that Pension & Investments named Ballentine Partners as one of the Best Places to Work in Money Management in multiple years. The Family Office Practice is
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Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $21 million to $31 billion with combined assets statewide of nearly $193 billion. IBAT member banks are committed to supporting and investing in their local communities.