https://www.firstgenerationwealth.com/resources-archive daily 0.75 2021-03-25 https://www.firstgenerationwealth.com/resources-archive/project-one-2w5fn monthly 0.5 2019-08-22 https://www.firstgenerationwealth.com/resources-archive/project-three-mlmbz monthly 0.5 2019-08-22 https://www.firstgenerationwealth.com/resources-archive/project-two-8a325 monthly 0.5 2019-08-22 https://www.firstgenerationwealth.com/resources-archive/project-four-c7524 monthly 0.5 2019-08-22 https://www.firstgenerationwealth.com/home daily 1.0 2025-03-31 https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/7ea74ab0-470b-4daa-9df9-4db7f2a7c963/FGW+Book Home https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1618596161201-V6YSR6V1TA9PKQJFSAJ4/W%252526L%252Bphotos%252B-%252Bmultigenerational%252Bfamily%252Bsmall.jpg Home - 70% of second generations and 90% of third generations squander their inheritances. First generation wealth creators have a priceless opportunity to lay the groundwork for lasting family wealth to avoid the Shirtsleeves to Shirtsleeves phenomenon. https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1616697015120-3HYEWHINHWAI079LHFPO/AdobeStock_210044353.jpg Home - Three Principles for Wealth, Family & Legacy. It is the human elements that matter most in the successful cultivation and preservation of wealth and legacy. Over time, we’ve uncovered three important, yet simple, themes. We hope each principle provides inspiration and concrete steps you can take now to instill your value system on generations to come. https://www.firstgenerationwealth.com/3-principles daily 0.75 2021-09-17 https://www.firstgenerationwealth.com/contact daily 0.75 2021-04-23 https://www.firstgenerationwealth.com/contact-us2 daily 0.75 2021-03-25 https://www.firstgenerationwealth.com/about daily 0.75 2021-10-29 https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1618844125211-LEPIHAAQR37E4CVEEMQ9/family+tree About - What will happen three generations from now? Our book encourages entrepreneurs to think about where they are and to consider what adjustments may be needed in various parts of their lives. It asks tough, and essential questions about what they want to happen over time to ensure they can grow, enjoy, and pass along the fruits of their labor as well as the values which round out their legacy. https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1618511387030-5LI1E5QMVTQ2RY9S00A4/20140228_Trade+151_0046+1.jpg About https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1618511440608-5BVMHVN4WR2I9YQV1WWR/Aro+Ha_0010+1.jpg About https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1618511743693-J3A8OYH6X8C7RXNU5K0J/20140301_Trade+151_0124+1.jpg About https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1618511467879-K5J9BYNACHJVDV3BNSFU/Aro+Ha_0387+1.jpg About https://www.firstgenerationwealth.com/authors daily 0.75 2025-11-14 https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1619189648144-HPYWFSVL05E1CI7912DZ/Robert+Balentine Authors - Robert Balentine Robert Balentine Robert is the Chairman of Balentine and a three-time entrepreneur. His own entrepreneurial journey began in 1987, when he and his father each borrowed $100,000 to start Balentine & Company, which grew to become the largest independently owned wealth management firm in the South, at the time. Barron’s and Forbes have named Robert among the nation’s leading wealth management advisors thirteen times, most recently in 2024. In 2013, the Metro Atlanta Chamber presented Robert with their inaugural Business Person of the Year Lifetime Achievement award, and in 2018 the Atlanta Business Chronicle named him one of Atlanta’s Most-Admired CEOs. Read Award Disclosures here. https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1619189688904-I1WMZE8VW43LMAOESCUO/Adrian+Cronje%2C+Balentine+CEO Authors - Adrian Cronje, Ph.D. Adrian Cronje, Ph.D. Adrian Cronje is Balentine's Chief Executive Officer. Under his leadership, the firm has experienced exponential growth. He has been recognized by Atlanta Business Chronicle for his leadership as a Most Admired CEO and by Barron’s for his impact guiding clients as a Top 100 Independent Advisor nationally and one of the Top 10 Financial Advisors in Georgia, across independent and brokerage firms alike. In addition, In addition, Balentine was named one of America's fastest-growing companies by Inc. and one of America's fastest-growing Registered Investment Advisors by Citywire RIA. Adrian is a founding partner of Balentine, its former Chief Investment Officer, and a member of its board of directors and the investment strategy team. Originally from South Africa, he holds a Ph.D. in economics and finance from Cambridge University and is also a CFA Charterholder. Prior to founding Balentine with Robert, Adrian was the Senior Vice President and Chief Investment Strategist at Wilmington Trust and the Director and Deputy Head of Quantitative Equity Products at Schroeders. In 2010, Adrian was named to the Atlanta Business Chronicle’s 40 Under 40. In 2018, Adrian was recognized as a Top Entrepreneur Honoree by TiE, an organization focused on fostering entrepreneurship through mentoring, networking, education, and investments. Dedicated to serving the Atlanta community, Adrian is a member of Leadership Atlanta's Class of 2026, actively involved in the Rotary Club of Atlanta as Past President as well as Board Member and Trustee of the Charitable Foundation, and the founding President of the not-for-profit A+ Squash. Read Award Disclosures here. https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1616530292037-J65427EFUKKXN1M0ZFY2/Balentine+LifeStyle+-+%2827+of+89%29+%282%29.jpg Authors - About Balentine For nearly 35 years, the Balentine legacy has been one of innovation, service to clients, and giving back to the community. We now have the privilege of leading a firm filled with talent and heart, which advises more than $6 billion in assets for readers like you. https://www.firstgenerationwealth.com/s2s daily 0.75 2021-04-23 https://www.firstgenerationwealth.com/menu-4 daily 0.75 2021-04-16 https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1618597680800-1987JI30UASI9ZJGFEU4/bph.jpg Menu 4 - Shirtsleeves to Shirtsleeves In this blog written by Robert Balentine in 2018, he discusses how to avoid the phenomenon. https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1618598105751-AC3B9369W7YAKVLD0W0Y/generations%252Bof%252Bfamily%252B-%252Bsmall.jpg Menu 4 - Lunch https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1618599263532-3M0C661MOWBEDXBGYS0B/strangers+in+paradise+2.jpg Menu 4 - Drinks https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1618598334991-KX5ZTREIIGGJ6UDDT90Z/mother%2Bdaughter%2Bsmall.jpg Menu 4 - Wealth, Actually podcast Balentine’s President Brittain Prigge shares how to navigate crucial conversations surrounding generational wealth and legacy on the “Wealth, Actually” podcast hosted by Frazer Rice. https://www.firstgenerationwealth.com/resources daily 0.75 2023-06-22 https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1618854187643-L1UCTEI0XGH04MTV2BVG/W%26L+photos+-+grandparents+and+grandson+-+small.jpg Resources https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1619192358510-8SM69SPAXZ8PSLNFN2V6/mother+daughter+small.jpg Resources https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1618852444236-MALND57ZOVA4TE9XY2Y1/generations+of+family+-+small.jpg Resources https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/8dd753b9-0c45-4d65-bdf1-776f4813639c/Cardinal+Rules+of+Investing Resources https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/4fabf747-734a-4312-8cfc-df93dfb815c4/Building+a+Legacy+Doc+image.png Resources https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1618859021297-Q4JI8QOCKQK7F41OXQ16/Grubman+-Strangers+in+Paradise+book+cover Resources https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1618858938162-UZA62U8T12NSBLMKCR2K/Dennis+Jaffe_Borrowed+from+Your+Grandchildren+book+cover Resources https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1618854948955-MJUGY4UBW99IMHTDFKQF/Wealth%2C+Actually+Series_Frazer+Rice Resources https://www.firstgenerationwealth.com/authors-1 daily 0.75 2021-04-19 https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1618861423578-D40SQFL9XHXBRJ9XYZTU/robertandadrian-51.jpg Authors (Copy) - Adrian Cronje, Ph.D. Adrian Cronje, Ph.D. Adrian is Balentine’s Chief Executive Officer and Chief Investment Advisor and a founding partner. Originally from South Africa, he holds a Ph.D. in macroeconomics and econometrics from Cambridge University and is also a CFA Charterholder. Prior to founding Balentine with Robert, Adrian was the Senior Vice President and Chief Investment Strategist at Wilmington Trust, and the Director and Deputy Head of Quantitative Equity Products at Schroeders. In 2010, Adrian was named to the Atlanta Business Chronicle’s 40 Under 40. In 2018, Adrian was recognized as a Top Entrepreneur Honoree by TiE, an organization dedicated to fostering entrepreneurship and giving back to the community. https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1618861642863-K8FD5CHJJ0L93PVDSGG2/robertandadrian-28.jpg Authors (Copy) - Robert Balentine Robert Balentine Robert is the Chairman of Balentine and a three-time entrepreneur. His own entrepreneurial journey began in 1987, when he and his father each borrowed $100,000 to start Balentine & Company, which grew to become the largest independently owned wealth management firm in the South. Barron’s and Forbes have named Robert among the nation’s leading wealth management advisors thirteen times, most recently in 2020. In 2013, the Metro Atlanta Chamber presented Robert with their inaugural Business Person of the Year Lifetime Achievement award, and in 2018 the Atlanta Business Chronicle named him one of Atlanta’s Most-Admired CEOs. https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1616530292037-J65427EFUKKXN1M0ZFY2/Balentine+LifeStyle+-+%2827+of+89%29+%282%29.jpg Authors (Copy) - About Balentine For nearly 35 years, the Balentine legacy has been one of innovation, service to clients, and giving back to the community. We now have the privilege of leading a firm filled of experts with talent and heart who manage billions of dollars for readers like you. https://www.firstgenerationwealth.com/disclosures daily 0.75 2024-05-22 https://www.firstgenerationwealth.com/sample-chapter daily 0.75 2021-09-10 https://www.firstgenerationwealth.com/lb-purchase-now daily 0.75 2021-09-09 https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1619188767947-T7F2HOOW10CF9Q6YQMEV/FGW3+%28004%29.jpg LB Purchase Now https://www.firstgenerationwealth.com/disclosures-1 daily 0.75 2021-04-22 https://www.firstgenerationwealth.com/authors-2 daily 0.75 2021-04-22 https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1618861358634-A2PDQB90DXD7OKAQH9I9/robertandadrian-3.jpg Authors (Copy) - Robert Balentine Robert Balentine Robert is the Chairman of Balentine and a three-time entrepreneur. His own entrepreneurial journey began in 1987, when he and his father each borrowed $100,000 to start Balentine & Company, which grew to become the largest independently owned wealth management firm in the South. Barron’s and Forbes have named Robert among the nation’s leading wealth management advisors thirteen times, most recently in 2020. In 2013, the Metro Atlanta Chamber presented Robert with their inaugural Business Person of the Year Lifetime Achievement award, and in 2018 the Atlanta Business Chronicle named him one of Atlanta’s Most-Admired CEOs. https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1618861423578-D40SQFL9XHXBRJ9XYZTU/robertandadrian-51.jpg Authors (Copy) - Adrian Cronje, Ph.D. Adrian Cronje, Ph.D. Adrian is Balentine’s Chief Executive Officer and Chief Investment Advisor and a founding partner. Originally from South Africa, he holds a Ph.D. in macroeconomics and econometrics from Cambridge University and is also a CFA Charterholder. Prior to founding Balentine with Robert, Adrian was the Senior Vice President and Chief Investment Strategist at Wilmington Trust, and the Director and Deputy Head of Quantitative Equity Products at Schroeders. In 2010, Adrian was named to the Atlanta Business Chronicle’s 40 Under 40. In 2018, Adrian was recognized as a Top Entrepreneur Honoree by TiE, an organization dedicated to fostering entrepreneurship and giving back to the community. https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1616530292037-J65427EFUKKXN1M0ZFY2/Balentine+LifeStyle+-+%2827+of+89%29+%282%29.jpg Authors (Copy) - About Balentine For nearly 35 years, the Balentine legacy has been one of innovation, service to clients, and giving back to the community. We now have the privilege of leading a firm filled of experts with talent and heart who manage billions of dollars for readers like you. https://www.firstgenerationwealth.com/3-principles-blt daily 0.75 2021-06-29 https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1624972544398-I1ABB4LPVQNWO8Y3U0CF/firesidechat01.png 3 Principles (blt) - 3 Principles: A Fireside Chat In the videos below, Robert Balentine and Adrian Cronje, Ph.D. highlight the three principles for long-lasting wealth and an enduring legacy described in First Generation Wealth. https://www.firstgenerationwealth.com/praise daily 0.75 2024-05-22 https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/636f4312-a997-4611-a17d-7842677a6ded/North-American-Book-Awards-Gold-Medalist-Icon-2018.png https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/bb9d1f1a-fb37-4e6d-afce-65f97e32ba19/NautilusSeal_GoldSilver.jpg https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/d39cc2de-dbd8-447d-b3fe-ffbed13067f6/goody-business-book-awards-logo-winner-rgb-1.png https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/8e013869-53f4-4515-919b-0aae07e0ce33/Best+Book+Awards+Logo_NEW.png https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/5c689651-5779-4086-9f3c-fb9267f3570c/Book-Excellence-Winner-Seal-RGB-600-DPI.png https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/4d735006-7eb6-4a4f-9e83-783c0a181125/Block+quote+%283%29.png Praise - Reviewed in the Journal of Wealth Management “The authors, Robert Balentine and Adrian Cronje, draw on their vast experience with wealthy families and entrepreneurs, but also share personal stories throughout the book which brings meaning and depth to the points made in the text. They point out that great care must be taken when mixing family and business. And, that it takes empathy to understand the next generation. The book discusses common conflicts that arise and provides straightforward actionable advice, particularly emphasizing the importance of clear communication in family governance.” https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1618511440608-5BVMHVN4WR2I9YQV1WWR/Aro+Ha_0010+1.jpg Praise https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1618497259178-6XJGK9GR6YAVBQL5L519/20140301_Trade-151_012-2.jpg Praise https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1607694583486-2PQT0LQ193RL7MCB6DX4/20140228_Trade+151_0046.jpg Praise https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1607694644871-IC85FNH781UNZSZEGHDR/Aro+Ha_0428.jpg Praise https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1589847767761-J2M1HI20BXRQ9XCR0HUD/Large+JPG-Aro+Ha_0387.jpg Praise https://www.firstgenerationwealth.com/prep-heir daily 0.75 2021-07-15 https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1626359302435-AWT18XGFBO12S84Q885M/AdobeStock_274910475.jpeg Prep Heirs - Prioritize financial education. Give your family members hands-on opportunities to learn about day-to-day financial tools and concepts, like checking accounts and cash flow; encourage them to experience the value of work and earning their own money; and discuss family financial decisions with them. https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1626359266184-IROJWB9JKFGHEHAD0XOW/AdobeStock_292973478.jpeg Prep Heirs - Provide space to grow. Expose your heirs to business without pressuring them to follow in your footsteps. You can do this by inviting them to key meetings without requiring them to be there; encouraging them to work outside the business for a few years; and opening conversations about their futures. https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1626359454662-1YKHRQ660NZ8IV1KD5LF/AdobeStock_310100087.jpeg Prep Heirs - Lead with empathy. Take time to understand the next generation by observing them, asking questions, and listening without judging. This understanding will foster trust, reveal new veins of conversation, and make it easier to discuss difficult topics such as finance and legacy. https://www.firstgenerationwealth.com/foreword daily 0.75 2021-08-06 https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1618859293012-4HMPWQBRNI0MD9HYEZZL/W%26L+photos+-+multigenerational+family+on+a+walk+-+small.jpg Foreword Start your own exploration of the relationship between wealth and legacy. https://www.firstgenerationwealth.com/buy-the-book daily 0.75 2021-09-23 https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/1632327716795-OFMJPOP2JJNMX1Z38H3P/balentineeventsept-002+low+res.jpg First Generation Wealth | Buy The Book 70% of second generations and 90% of third generations squander their inheritances. First generation wealth creators have a priceless opportunity to lay the groundwork for lasting family wealth to avoid the Shirtsleeves to Shirtsleeves phenomenon. https://www.firstgenerationwealth.com/events daily 0.75 2021-09-21 https://www.firstgenerationwealth.com/stay-in-touch daily 0.75 2023-03-07 https://images.squarespace-cdn.com/content/v1/60369e4ea908e16589621ba8/88763f16-2396-4a1a-ab72-a5fb62a5df79/Untitled+design+%2817%29.png https://www.firstgenerationwealth.com/newsletter-sign-up daily 0.75 2023-06-06