Balentine Wealth Advisors

Balentine is a family-founded wealth advisory firm that works with high-net-worth families, entrepreneurs and institutions. Its services cover financial planning, legacy and succession planning, investment management, private markets access, business advisory counsel, family office services and institutional capital protection. The firm says much of its work focuses on wealth creators deciding how to preserve and pass on what they have built, including whether to keep or sell a business.

The firm traces its roots to Balentine & Company, founded in 1987, and the current Balentine LLC opened in 2009 and is majority employee-owned. Its Raleigh office is at 301 Hillsborough Street in downtown Raleigh, with a sister office in Atlanta. Clients typically work with a team rather than a single advisor, and the firm also offers a client portal for existing clients.