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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.
We created the world`s most integrated and unified WealthTech platform. Advisor360° was thoughtfully built for wealth management enterprises with the purpose of driving advisor, support staff, and enterprise productivity.
IBC International is a Lincroft, NJ-based company in the Financial Services sector.
Paulson and Co. is one of the leading companies in the Financial Services sector.
We Florida Financial is a credit union that combines old fashioned values with 21st century technology. We invite you to get to know us better. Our name says it all. Unity. Shared purpose. Mutual trust. We Florida Financial is a community credit union that values our members as neighbors, not numbers. If you live or work in 46 Florida counties, or if you`re a family member of a We Florida Financial member, you`re invited to become a part of We Florida Financial