Robert Vann

WORK HISTORY

EDUCATION

SKILLS

ABOUT ROBERT VANN

I’ve spent the past 20+ years helping families make sense of complexity and use wealth in a way that supports what matters most to them. I started my career as a trust and estate attorney, working with families of all sizes, from first-generation wealth builders to multi-branch families with significant history. That experience taught me how much thoughtful planning around taxes, trusts, and governance can shape a family’s future.Over time, I shifted into broader wealth advisory work, taking on senior roles at Northern Trust and First Manhattan Company. I’ve guided ultra high net worth families through investment decisions, estate and philanthropic planning, and the challenges that come with transitions across generations. My strength is addressing these complexities into clear, practical strategies people can actually use. Today, as a Senior Relationship Manager at Balentine, I partner with families to make sure their financial decisions reflect what they care about most, both now and for the future. With a foundation in law and years of experience working with families in wealth, I am able to shape complex planning strategies and coordinate with attorneys and other advisors to execute these plans seamlessly.I’m originally from Birmingham and studied economics at Vanderbilt University before earning my JD at the University of Georgia School of Law, along with additional legal studies in Brussels. I split my time between Atlanta, GA, Lake Martin, AL, and Cashiers, NC, and am a firm believer that when managed intentionally, wealth can be a powerful tool for continuity, stewardship, and impact.