Sam Nofzinger

Ballentine Partners specializes in personal financial planning and wealth management services. Their clients include wealthy families business owners professionals and other high net worth individuals. They tend to have complex financial situations. Many of their clients have most of their wealth concentrated in one illiquid asset such as common stock of a single company or real estate. Many of their clients are officers of public companies and hold very large positions in stock or stock options of that company.As a full service Wealth Advisory firm they have around $5 billion worth of assets under management and are currently advising clients on investments into Hedge Funds and Fund of Hedge Funds.