About Us

The Bison Story

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



Retain hard earned brand reputation

Maintain operational control to manage practice

Flexibility to engage clients in best ways that fit your practice



Strategies to broaden referral sources

Access to innovative product set to deepen client relationships

Access to capital to fund strategic acquisitions



Customized glide path for succession plan

Freedom to manage your local team

Flexibility to engage with clients on optimal terms




Elevate brand strength through a family office lens

Access to proprietary innovative products

Planning focus vs investment focus




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

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