Limitations

Biltmore does not offer estate planning and does not prepare estate planning documents. However, we do maintain a close relationship with lawyers in multiple jurisdictions and trusted estate planners to prepare the necessary documents that you might require to accomplish your objectives.

Biltmore is not a custodian and does not provide banking services, but can assist in the establishment of banking relationships and arrange specialist fiduciary banking transactions. Biltmore typically delegates investment discretion by engaging premier, independent, professional investment managers to manage our clients’ portfolios. We have a relationship with a number of managers and have also negotiated a fee structure based upon the multiple clients that we have with these managers.