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...

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...

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...

June 1, 2016

All too often, those of us in the wealth management space get stuck describing clients’ wealth in terms that we think make perfect sense, but that they don’t understand.  It’s an easy habit to fall into. Portfolios that are straightforward to us often seem complex to t...

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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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