Episode 37: The Prenup Fallacy - Kellie Hall, Head of Estate Planning at Biltmore Family Office

On today’s Biltmore View, we’re going to mix it up a bit. Rather than another discussion about niche investments such as music royalties or mortgage derivatives, we’re going to dig into a different sort of niche investment subject – prenuptial agreements. Many are taken aback or even repelled by the mention of a prenup. Like many topics on the Biltmore View, we’re going to challenge these generally held beliefs as broadly misunderstood. We’ve invited our guest today, Kellie Hall, to demystify and educate us on prenuptial agreements. I’ve worked with Kellie at Biltmore for over seven years, where she is the Head of Estate Planning. Kellie has spent her entire career guiding complex families in achieving their intergenerational goals. At Biltmore, frankly, Kellie is our secret weapon. She’s a ninja disguised as an attorney. After this conversation with Kellie, she turned me from skeptic to believer. Get ready to be educated.

This podcast was recorded on May 6, 2024. The respective opinions expressed are those of Mrs. Hall and Biltmore Family Office, LLC. The opinions referenced are as of the date of this podcast and are subject to change without notice. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector. Forward-looking statements are not guaranteed. BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.

Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.