Ballentine Partners, LLC
Adam Ochlis, CPA, MST has worked as Chief Wealth Advisory Officer and Partner at Ballentine Partners, LLC since January 2007. Prior to that, Adam was a Tax Supervisor at Levine, Katz, Nannis + Solomon, PC from September 2001 to November 2006. Adam holds a Bachelor of Arts in Economics from the University of Michigan and a Master's degree in Taxation from Bentley University.
Ballentine Partners, LLC
Ballentine Partners is an independent multi-family office dedicated to serving clients at inflection points of wealth who are looking for a partner who takes a decidedly human approach to managing wealth. Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise. We have delivered client-centric planning and sophisticated investment advice for the past four decades. We are dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.