Robert Balentine, Author of First Generation Wealth, mentor to entrepreneurs | Source | Founder and Chairman at Balentine
Robert Balentine, Author of First Generation Wealth, mentor to entrepreneurs
Robert Balentine is chairman of Balentine, the Atlanta-based wealth management firm, where he oversees more than $6.0 billion in client assets for individuals, family offices and institutions. As Barron’s top-ranked independent advisor in the southeast, he has spent the last 40 years advising business owners on matters relating to their wealth and legacy. His book, First Generation Wealth: Three Enduring Principles For Wealth, Family and Legacy, was released in late 2021.
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Balentine (http://www.balentine.com)
Founder and Chairman
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Three Enduring Principles for Wealth, Family & Legacy with Wealth Manager Robert Balentine
In this episode of The Disruptive Successor Show, Jonathan speaks with Robert Balentine, the Chairman of Balentine, Founder of Southern Highlands Reserve, and Author of First Generation Wealth. Today, Robert discusses his book and the 3 principles to create enduring wealth, family, and legacy.
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How Business Owners Can Privilege-Proof Their Families All Year Round
Some of the most successful and fulfilled wealth creators (and those with the most high-functioning families) are those who take active measures to counteract entitlement among their families or heirs.
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BOOK REVIEW: “First Generation Wealth” and “The Destructive Power of Family Wealth”
1. Paul Bouchey 1. Global Head of Research at Parametric and co-editor of the Journal of Wealth Management, Seattle, WA. (pbouchey{at}paraport.com) Reviewed by: Paul Bouchey As a new co-editor of the JWM, I thought it would be good for me to read some of the more recent books written about
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