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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.
Nouveau Elevator is a Brooklyn, NY-based company in the Financial Services sector.
Building Hope is a national, non-profit, charter school facility financing organization. We help quality charter schools by providing funding and services for all aspects of facilities planning, acquisition, leasing, construction and renovation.
Aptia will be a trusted provider of pension and employee benefits administration services, with offices in the U.S. and U.K. supported by shared services in India and Portugal. We will manage programs covering over five million people and serving more than 1,100 clients, catering to both B2B purchasers of the administration platform and B2C employees. Aptia will have the expertise to excel in managing pensions, health, and insurance administration.
Boston Financial helps the nation’s most prestigious financial services companies grow and build for the future. We are a leader in shareholder recordkeeping, intermediary and investor services, regulatory compliance, class action and settlement administration, and proxy servicing. Since our founding in 1973, we have been a trusted partner for our clients. Leveraging sophisticated technologies, advanced web-delivery platforms and best-in-class service, we offer customized business solutions that promote success.