Investment Services

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:

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.