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Elisa Gruber Lustig
Partner & Director Of Private Investments at Ballentine Partners,
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Work Experience
Mar 2020 - Present · 4 years and 9 months
Partner & Director Of Private Investments
Feb 2022 - Present · 2 years and 10 months
Director Of Private Investing
Mar 2020 - Present · 4 years and 9 months
Liberty Mutual Investments
Director - Private Equity Markets Group
2006 - Mar 2020 · 14 years and 2 months
Company Details
51-200 Employees
As an independent multi-family office, Ballentine Partners’ mission is to help families achieve their aspirations, build their legacy, and live the life they want to live. We measure success not just as a financial outcome, but also as a human outcome. 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.
Year Founded
1984
Social Media
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Industry
Financial Services, Other Financial Investment Activities, Finance and Insurance
HQ Location
230 3rd Ave Fl 6 Waltham, MA 02451, US
Keywords
Wealth PlanningInvestment ManagementFamily Education and Financial CounselIntergenerational Wealth Transfer StrategiesFinancial PlanningWealth ManagementFamily Well-beingFamily Officecash flow forecastingwealth management
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