Overview

We are a comprehensive advisor services, asset management and growth platform focused on RIA and advisor acquisition and integration. Our advisors service retail, mass affluent, HMW and UHNW clients. Bison Advisors is a wholly owned subsidiary of Bison Holdings, a member of the Pegula Family Office, under the larger umbrella of Pegula holdings to include the Buffalo Bills and Sabers.

Bison offers full back-office services, technology stack, investment management, model delivery, unique advisor organic growth tools and consultation, to include TAMP services to independent firms. Current custodial relationships include Fidelity and Schwab. Technology providers include Orion, 55ip, Redtail, eMoney and Simon.

Additionally, Bison has affiliated CPA and Multi-Family Office entities/activities designed to specifically serve the Bison platform and its Advisors with tax planning/preparation and Family Office-level planning to include M&A analysis, advanced estate and trust planning, entity structuring and valuation, generational wealth transfer, tax mitigation strategies, curated SMA investment strategies, private banking and boutique lending arrangements.

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