Biltmore Family Office, LLC operates as a collaborative family office focused on serving high-net-worth clients, families, and related entities with a net worth generally exceeding $25 million. Biltmore Family Office helps families oversee their balance sheet, manage investments, analyze cash flows, and navigate complex planning and ownership structures. The firm uses a unique family balance sheet framework categorized into lifestyle, generational, and legacy needs to develop customized investment policies and asset allocations. Biltmore Family Office manages client assets through internal investment selection, third-party managers, and various private investment funds. The firm's services include investment management, cash flow analysis, estate and tax planning review, insurance review, fiduciary administration, and family governance and education. Biltmore Family Office does not sell proprietary products and generates revenue solely from client fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.50% |
Firm prefers a flat retainer-based fee ranging from $100,000 to $1,000,000 instead of asset-based fees.