Biltmore Family Office is an independent wealth advisory firm.

We think like families because we were

Founded by Our Family  and Designed for Your Family 

Biltmore Family Office was founded

by a few like-minded families to manage their wealth and their financial lives. As time passed, other families joined, becoming part of the cultural fabric that makes our firm different. Because we were founded by families, we think like families and we understand the challenges that can come with a life of wealth. 

 

2008

Year Established

250

Years of Experience

2

Office Locations

 
We work with families like yours to solve real-life wealth challenges.
  • INVESTMENTS
  • ESTATE PLANNING
  • TAX
  • MULTI-GENERATIONAL GOVERNANCE
  • FIDUCIARY
  • RISK MANAGEMENT

From the beginning, you will get the sense that we’ve been working with you for a very long time. That’s because we’ve had decades of experience working with families like yours, and we know what works and what doesn’t. We have experience with a full spectrum of wealth matters, so we can help with the challenges you may be facing today, and help prepare you for those that you may face tomorrow.

 

If this resonates with you, please explore our services, or just give us a call. We’d be happy to meet you.

 

Some call it a Multi-Family Office.

WE CALL IT A

COLLABORATIVE FAMILY OFFICE

The financial industry is changing, making it difficult for a family to know in whom they can place their trust. We understand investments can be complicated. We know that making decisions around wealth matters can be overwhelming. We help take the guesswork out of wealth management. 

 
As a Collaborative Family Office, we act as advocates for our families. Our families get:

INDEPENDENT ADVICE 

Totally separate from any bank, brokerage 

firm, or financial product.

FINANCIAL ACUMEN

An experienced, competent, friendly team of advisors willing to help with anything that touches your family’s financial life.

KNOWLEDGE 

Financial insights on the subjects that affect the long-term viability of your family’s wealth.

INFORMATION 

Custom reporting that tells you the story of your wealth – how you’ve performed, where you are now in relation to your priorities, and where you are headed.

FULL TRANSPARENCY

Fees clearly outlined and the knowledge that we are never compensated by anyone other than our families.

COLLABORATION 

The opportunity for you to share in best practices and investment insights with us and other like-minded families.

 
 

News + Information

North Carolina Office

 

6836 Morrison Boulevard, Suite 100

Charlotte, NC 28211

704.248.5230

Florida Office

 

5728 Major Boulevard, Suite 611

Orlando, FL 32819

407.308.3287

©2020 Biltmore Family Office