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Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine`s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients needs, whether it`s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration.
BDT & Company is a merchant bank that provides advice and long-term capital through its affiliated funds to help family- and founder-led businesses pursue their strategic and financial objectives.
Bellwether Community Credit Union (BCCU) is a not-for-profit financial cooperative that is owned by its members. Membership is open to anyone who lives or works in the State of New Hampshire or the counties of Essex or Middlesex, Massachusetts.
Founded in 1949, SkyOne Federal Credit Union is a member-owned, not-for-profit financial institution with over 41,000 members nationwide and $600 million in assets, located in Hawthorne, California. The credit union offers a range of financial products including checking and savings accounts, consumer loans, real estate loans, and investment services. SkyOne is passionate about helping its members build a strong financial foundation and reach financial freedom. Free tools, such as financial education and affordable banking services, are available to assist members in managing their finances and saving for the future. Deposits are federally insured for at least $250,000 by the National Credit Union Administration (NCUA). In 2017, SkyOne was certified as one of the Great Places to Work in the financial services industry.
Crosswinds is a publicly traded private equity firm and asset manager targeting strategic and opportunistic investments in the financial services sector with a particular focus on the insurance industry.