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Biltmore Family Office

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Biltmore Family Office

Profile:

Biltmore Family Office was founded in 2008 by a few families looking for more from their wealth advisor. 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.

Overview:

Biltmore Family Office was founded by a few like-minded families to manage their wealth and their financial lives. As time passed, other families joined, becoming part of the cultural fabric that makes our firm different. Because we were founded by families, we think like families and we understand the challenges that can come with a life of wealth.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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