Stephen Hopkins welcomed to NPT Board of Trustees

National Philanthropic Trust welcomes our very own Stephen Hopkins to their distinguished Board of Trustees.

Join Us!  

We're searching for a Wealth Planning Associate to join us in our Boston-area headquarters. Apply today on our Career Portal.

First Quarter Market Review: Searching for direction

The relative calm of the last several years was dramatically broken in the first quarter. However, while a measurement from the peak in late January feels severe, the quarterly decline in most asset classes was relatively minor. Learn more in our most recent market review.

Staying on Track

A new client family wanted to find a way to put its wealth to work in the community, but was struggling with the scale and complexities of the chosen path. Read more on how we helped this family keep their values in focus.

Winner of the "Women in Wealth Management" Award by Family Wealth Report

Ballentine Partners was honored to win the "Women in Wealth Management (company contribution)" award at the Family Wealth Report Awards in March.

Methodology provided by Family Wealth Report: the categories are focused around experts (individuals and teams), products, and services. To avoid any conflicts of interest they have three judging panels. Details available upon request.

Coventry Edwards-Pitt speaks with the New York Times on inheritance 

Partner and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, spoke with Paul Sullivan of the New York Times on maintaining peace between heirs.

Aged Healthy, Wealthy & Wise, Private Author Talks & Signings

April 17 | TIGER 21, Boston
April 24 | Purposeful Planning 
                  Institute webinar
May 3 | Foundation for MetroWest,
              Spring Inspiration
              Breakfast, Wellesley
May 4 | FPA of NNE, Portsmouth
May 7 | Private event, Providence
May 10 | RI Foundation, Providence

Our very own Coventry Edwards-Pitt, CFA, CFP® will share a number of stories she learned from vibrant elders while writing her new book Aged Healthy, Wealthy & Wise, the second in her Healthy, Wealthy & Wise Collection. Attendees will leave inspired, with a roadmap for how to improve their own aging and ensure that it positively rather than negatively impacts their families.

To request more information on booking Covie for your family or business event, please email info@agedhealthywealthywise.com. 

Will Tickle, CFA

Will is a Partner, Senior Investment Advisor, and the Director of Impact at the firm. He is responsible for market research and evaluating and monitoring public and private investment opportunities for the firm's clients within his focus areas of real estate, timber, and social impact investing.

"As a firm, we believe deeply in the value of social return and we pursue many philanthropic and community initiatives as a company to that end. We actively support clients' social return goals by facilitating impact investments, philanthropic donations, and activism efforts that align with issues or causes that are important to them."