News + Information

February 24, 2020

Cash is quickly becoming a thing of the past. Digital currency and electronic payments are the new norm, creating a compelling investment opportunity. Advances in payments technology are evident in our daily lives, but the momentum we're seeing is the tip of the iceber...

January 29, 2020

Effective January 1, 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act implements a number of new rules for retirement savings plans.

Welcome to the BFO Quarterly Macro-economic overview.  In the linked presentation, we will provide a broad overview of the current investment landscape. Each quarter, we dig deeper into a particular topic, worthy of your attention. This quarter, we will highlight signs...

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...

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North Carolina Office

 

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Charlotte, NC 28211

704.248.5230

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Orlando, FL 32819

407.308.3287

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