Bison was created by a multi-billion-dollar family office with the vision of offering a similar experience they have benefitted from to all of their clients. Our consortium of like-minded financial advisors can leverage the economies of scale and robust balance sheet of a common partner while maintaining the local autonomy to deliver custom solutions to clients.
Bison recognizes that every practice has unique attributes, whether it be client niche, investment philosophy or service model. We strive to add value to our partnerships by celebrating and enhancing their unique differentiators while equipping them with all the tools necessary to deliver on the promise they made to their clients.
Bison also partners with advisors to plan for the future. In some cases, that could be through identifying growth initiatives such as expanding referral sources or access to capital to acquire complementary advisors or advisory firms. In other cases, it may be through building a transition plan to the next generation of advisors while monetizing the success hard work has already produced.
Core Beliefs
A deep understanding of each client's unique needs is the foundation of success.
Why Work with Bison?
Bison provides Advisors with infrastructure and resources to compete and win
01
Autonomy
Retain hard earned brand reputation
Maintain operational control to manage practice
Flexibility to engage clients in best ways that fit your practice
02
Growth
Strategies to broaden referral sources
Access to innovative product set to deepen client relationships
Access to capital to fund strategic acquisitions
03
Freedom
Customized glide path for succession plan
Freedom to manage your local team
Flexibility to engage with clients on optimal terms
04
Differentiation
Elevate brand strength through a family office lens
Access to proprietary innovative products
Planning focus vs investment focus
05
Efficiency
Benefit from economies of scale for non-client facing activities
Dedicated support teams to streamline operations
Institutional caliber trading platform and trade executions
Infrastructure and resources to compete and win
Learn more about leveraging the economies of scale and balance sheet of Bison while maintaining local autonomy to meet client objectives
