Case Study: Biltmore Family Office unifies data and workflows with WealthHub Solutions

Biltmore Family Office unifies operations for 65+ families with WealthHub

Biltmore Family Office, a multi-family office serving 65-70 ultra-high-net-worth families, faced significant operational complexity. Their wealth was spread across hundreds of legal entities and multiple technology platforms, with critical data trapped in spreadsheets, email, and disparate systems. This led to high manual workloads, operational risk, and challenges in managing entity-level workflows. To bring order to this complexity, the firm turned to WealthHub Solutions for a centralized platform.

WealthHub implemented its platform to serve as a central system of record, unifying client and entity data. It standardized and digitized key workflows like capital calls, distributions, and approvals, while integrating with existing systems like Addepar. The solution from WealthHub resulted in more accurate data, faster execution of money movements, and reduced manual work. The firm achieved improved collaboration across teams and gained clear visibility into operational complexity, providing essential value beyond investment performance.

Biltmore Family Office