At Biltmore Family Office, we follow our own investment sourcing, due diligence, and allocation paths, focusing on the alignment between the families we serve and ourselves. These processes are different when we are entrusted with multi-generational wealth. Hard investment rules, style boxes, and rigid models may work for institutions, but are frequently not suitable for families. This alignment brings an ability to look anywhere for unique investment ideas. We don’t sit back and wait for ideas to come to us. Relying on generations of experience, the team seeks to find the best risk-adjusted returns at the most efficient market fee.

Our research team scours the world for investments, using our long-standing network of family offices, endowments, and institutional investors to source ideas. As a Collaborative Family Office, client families with specific industry expertise or unique access often contribute investment ideas to the sourcing network. We utilize a proprietary powerhouse due diligence process to thoroughly review each investment, which often generates ideas in smaller niche investment managers with an identifiable edge.

Working within our firm’s Family Balance Sheet framework, the investment team constructs highly customized portfolios to solve your wealth priorities:

Family Investment Priorities

Lifestyle – Portfolio allocations designed to generate cash flow with lower risk and volatility.

Generational – Moderate growth investments allocated to outpace our living generation’s biggest concerns: inflation, expenses, and taxes.

Legacy – Higher growth investments where we measure success as a multiple of each dollar invested with the goal to replenish family wealth for future generations.

The investment team creates an Investment Policy Statement that reflects the above priorities, which incorporates all family assets, including operating businesses, cash flows, direct real estate holdings, royalties, and collectibles. With input from our tax and estate planning experts, the team constructs portfolio solutions to meet the family priorities within a longer-term tax and estate planning structure. A high level of two-way communication keeps all informed and up to date, so as life changes, so does your portfolio.

The Biltmore View

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April 27, 2023, 10 a.m.

Episode 29: The Most Interesting Asset Class You've Never Heard Of - Precatorios - Cesar Collier, Siguler Guff

Cesar Collier has built Siguler Guff into the dominant player in a unique asset class - Brazilian legal claims against the government. These claims are written into the Brazilian constitution and known as precatorios
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March 29, 2023, 10:15 a.m.

Episode 28: After SVB, Is My Money Safe at Charles Schwab? - Warren Fisher, Manole Capital Management

The failure of Silicon Valley Bank, left many wondering about the safety of their savings. As we record this, the government’s actions appear to have won a reprieve in the banking panic. We’re joined by Warren Fisher, Founder and Portfolio Manager at Manole Capital to unpack causes of the crisis, the government fix, and predictions on the future of banking.