Ballentine Partners, LLC

Ballentine Partners is a client-centric investment and wealth management firm dedicated to integrity and independence. As an independent company, the advice we give is entirely objective and focused on your best interests, with no product sales or commissions. Serving a broad range of clients, from individual professionals and entrepreneurs with $3.5 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise. How employees collaborate We gather together in person at our offices every Thursday and collaborate through technology on other days of the week. The technology we use while not in the offices includes Teams, Zoom, and our Intranet. A positive vision for the future We focus on our values and culture to not only drive our business and support our clients, but also to help in our communities. Our CEO hosts a quarterly update to keep our employees up-to-date with the current status and future plans of the firm. How values are demonstrated We make our employees the focal point in how we approach decisions at all levels in the firm and how we treat each other. How employees are respected We complete an annual engagement survey to gather feedback. Our senior leaders meet regularly to focus on gathering feedback and addressing concerns of the team. We also have focus groups that meet annually that are topic driven based on what we hear from the engagement survey or other avenues to dig into what can be generalized feedback. How employees are supported We offer tuition reimbursement, we host internal trainings on important topics, we support attendance to conferences and other virtual and in-person learning opportunities. We also support our team to join boards and participate in the community. How leadership demonstrates values Showing vulnerability, stepping up to be the first to follow a new policy or utilize a new benefit, and continuing to drive decisions through the cultural and values lens. Programs and practices In the summer we waive the Thursday in office requirement which, depending on legalities with tax and immigration, can allow our employees to work from almost anywhere. We also give a lot of flexibility and autonomy with the real focus being on getting the job done and less on the when. Benefits We have implemented a commuter expense reimbursement, home internet reimbursement, $400 reimbursement for home office needs, student loan repayment, child care earning to assist those with child(ren) under 15 at home, PumpSpotting for those that need access to breastfeeding support and community, PinnacleCare for concierge health and wellness. Pandemic response We moved to a hybrid work model due to COVID. We also have changed our onboarding to send new employees full technical set ups including2 monitors, docking station, keyboard and mouse, web cam, head set, and printer/scanner combo if needed along with their standard laptop. We implemented a health assessment to ensure staff are comfortable coming into the office to interact with one another.