Episode 59: Emily Balentine Barbour on Multi-Generational Wealth and Family Legacy at Balentine
From Family Business Audiocast by R. Adam Smith
February 16, 2026 · 33 min · Episode 59
About this episode
Emily Balentine Barbour discusses multi-generational wealth and family legacy in wealth management.
Emily Balentine Barbour, Partner and Head of Client Engagement and Family Legacy at Balentine, shares her unique perspective as a third-generation member of an Atlanta-based wealth management firm. The conversation explores Balentine's journey from sale to major bank during the financial crisis back to independence in 2010, now managing $8.5 billion under advisement. Emily discusses the evolution of wealth management beyond investment performance to encompass family legacy planning, the importance of engaging spouses and next generations for retention, and how AI enhances client relationships. She emphasizes that modern family financial planning requires integrating values with financial strategy while maintaining independence from private equity pressures.
People in this episode
Host: R. Adam Smith
Guest: Emily Balentine Barbour
Topics covered
- multi-generational wealth
- family legacy
- wealth management
- financial planning
- client engagement
- AI in finance
Keywords
- wealth management
- family legacy planning
- financial strategy
- AI in client relationships
- investment performance
- financial independence
Mentioned in this episode
Organizations: Balentine
Places: Atlanta
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