Biltmore Family Office | Investment Partner

About Us

Biltmore Family Office was founded in 2008 by a few families looking for more from their wealth advisors. Independent advice. Transparent fees. Customized investment solutions.

At a time when the concept of the “independent advisor” was catching notice from wealthy families as an alternative to private banks or brokers, our firm attracted more families who joined and became part of the unique culture that forms the spirit of our firm.

The founding partners of our firm are involved in each family relationship and are invested right alongside our families. We are built to serve a limited number of families, and to put your needs before the needs of the firm. We think this makes sense and that it works for you.

Our team is comprised of incredibly helpful and experienced individuals, with advanced designations in their fields. They are by far our best assets and we are proud to introduce them to you.

Our Story

Meet Our Team

Combined, the professionals on our team have over 250 years of experience serving families like yours. We are proud of the individuals with whom we work and we are proud to introduce them to you.