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.