The Biltmore Family Office Approach, the core of our personal Six-Step Family Office Approach is to identify appropriate resources that can impact our clients’ lives most relevantly.
We’ll review with you issues such as:
- Current needs
- Portfolio and asset structure
- Liabilities and current tax strategies
- Unsuspected risks
- Current estate planning strategies
This thorough analysis makes it possible for your Personal Relationship Manager, who works only with a select number of clients, and our Investment Committee to develop a detailed Solutions Analysis™ designed to meet your complex financial requirements.