Ballentine Partners

About

Ballentine, Finn & Company specializes in personal financial planning and wealth management services. The company provides advice about investments, personal cash flow, balance sheet management, insurance, tax planning, transferring wealth to family members, estate planning and charitable giving. It also provides comprehensive implementation and project management services. The company s financial planning engagements go through three phases, an initial financial planning investigation that focuses on identifying planning opportunities and risk exposures, an implementation phase to implement the first round of recommendations and an on-going planning and implementation phase to continuously improve the client's financial conditio