Services Provided

Trustee Services

The landscape of family succession planning is constantly shifting to accommodate planning structures which allow families to maintain an element of control, while also allowing other professionals to step in with their particular areas of expertise. To accommodate a broad spectrum of client preferences, Biltmore has the capability to serve as your trustee on a variety of trust administration levels to suit your needs.

Investment Advisory Services

Managing wealth for yourself and the next generation can be a complex, time-consuming, and emotional process. Biltmore understands that trusted, ongoing advice is just as important as the implementation of the right investment strategy. Biltmore, as your investment advisor, will work to maximize the performance of your investment manager by providing knowledgeable, professional, and unbiased recommendations in your best interest. While you and your investment manager will continue to direct assets, Biltmore will support you in formulating goals, risk tolerance, portfolio objectives, and other preferences to utilize when monitoring the performance of your investment advisor.

Tax Preparation & Planning

Biltmore understands the complex nature of taxes that impacts you and your family. Our professionals have extensive experience in handling difficult tax matters such as Federal and State income tax preparation, fiduciary tax return preparation, estate tax return preparation, tax planning and consulting

Concierge Services

Biltmore is pleased to offer our clients a range of concierge services through our trusted network including: Legal Services, Priority Medical Access. Private Aircraft Rental, Insurance Consulting, Title Services, Real-Estate Acquisition, Management, and Sale