This article is based on our research process for our US multi family office list. The list includes the most important United States multi family offices, which manage the fortune of the wealthiest families in the country. For every multi family office, we offer detailed contact details and focus information.
This article is based on 3 multi-family offices which are based in North Carolina. All of the multi-family offices can be found on our list of the largest US multi-family offices.
1. Hutchinson Family Office
Hutchinson Family Office is comprised of specialist financial advisors that are accustomed to managing the complex financial needs of ultra-high-net-worth families. For the last thirty years, the North Carolina group have been offering tailored wealth management advice as well as comprehensive tax planning and asset protection. The group have adopted a holistic approach which is unique to every family Hutchinson deals with.
2. Biltmore Family Office
Biltmore Family Office is an independent SEC registered advisor to multi-generational families. Based in North Carolina, the group take pride in being tailored towards the family’s sustainability and not towards the firm’s scalability. Biltmore was founded in 2008 by Chris Cecil have since expanded through a second founding family, the Gorelick family. The merger brought together a cohesive collaboration between the two partners to provide long-term, sustainable solutions for many years to come.
3. Eton Advisors
Eton Advisors was founded with the purpose of providing single-family office service to multiple families whilst maintaining a highly customized service for its clients. The group is an independently managed advisory firm that targets high-net-worth families based in North America. Eton provides advice using its goals-based framework which calculates risk tolerance depending on the individual family’s circumstances. The basis of this framework consists of: Needs & Obligations, Priorities & Expectations, and Desires & Aspirations. Eton’s in-house analytics team uses this approach to construct sub-portfolios tailored to each family in order to fund each layer of goals depending on the level of risk.
Image Source: Smartworks Coaching (26.02.2023)