News + Information

October 31, 2019

What's you game plan for the second half of your career after professional sports? We understand the need for athletes and coaches to make meaningful financial decisions early in their professional careers to preserve their wealth and successfully transition into a...

Imagine getting a call that your child, who is away at college, is in the hospital, but no one is legally allowed to provide you with any information. Or perhaps your child is out of the country and they need you to coordinate pressing financial matters. What do you do...

January 15, 2019

While we’ve been calling for increased market volatility for two years, that doesn’t make it feel any better when it happens. The violent volatility of December has been a jarring affair. If you took the monthly returns for the S&P 500 over the last 50 years – 600 mont...

December 28, 2018

After many years of historically calm equity markets, 2018 is providing investors with stark return to normal. For several years, the calm in the US stock market reached levels only touched occasionally during the boom years of the 1990’s and late 2000’s. The chart bel...

March 14, 2018

At the start of 2018, the Biltmore Investment Team met to summarize the state of the markets and to assess the impact on Biltmore families. In the process, we reviewed last year’s letter, published in March 2017. We were struck at how relevant those conclusions are one...

September 12, 2017

Due diligence is the industry term used to describe the myriad of activities associated with evaluating an investment proposal or manager. The fundamental goal of a due diligence process is to identify discrete risks and opportunities of an investment offering, fund or...

July 26, 2017

When the founding families of our firm created Biltmore Family Office, they created a way to solve for  their own wealth challenges, including investments, estate and tax planning, fiduciary administration, risk  management, and family governance. As our firm has grown...

May 15, 2017

You worked for months with your advisers on a carefully crafted estate plan that provides for the orderly division and administration of your family’s wealth, customized to take into account tax planning priorities as well as family priorities.  You are more than ready...

March 31, 2017

Since 2009, we have seen little fiscal policy change and extremely low interest rates. As a result, the optimal investment has been to passively and indiscriminately buy the stock market. With the election of Donald Trump, we see a new paradigm.  We have spent the last...

January 1, 2017

In our experience we have seen that families with substantial wealth face unique risks and often times have a heightened exposure to lawsuits seeking judgments for real or imagined damages. As a result, families typically have insurance coverage to provide protection f...

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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

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