Family Office Services

Empowering Your Financial Journey with Personalized Solutions

Family wealth can be a powerful force — for change, for stewardship, and for security. But to yield that power effectively, you can’t simply oversee your finances; you must actively manage them.

BT Family Office can help you navigate the complexities and joys of substantial wealth by managing your family’s assets and financial affairs. We help you use your resources to make meaningful change, not just for yourselves and the generations that succeed you, but also in your communities.

Contact Our Team

Team Leader

Bennett Thrasher believes in serving our clients by building trust through insight and involvement.

If you’re looking for a partner to help you address risks across multiple facets of your organization, we can help. Contact Lorrie Allegra to schedule a consultation.

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Lorrie Allegra

Managing Director

404.341.5803

lorrie.allegra@btfamilyoffice.com

Overview

Services

Our goal is to simplify the business of being wealthy, and we know that looks different for every family. We help with the following solutions:

You will receive:

Wealth Oversight & Coordination

Trust administration, reporting, and due diligence
Building charitable giving strategies
Tax reporting
Accounting assistance

Administration Support

Transaction reporting
Tax and insurance review
Household employee payroll and tax administration
Aviation and maritime financial management

Family Governance & Advisory

Serving as a liaison between family members and external advisors
Helping build upon the family’s mission
Facilitating family meetings
Succession and estate planning

Promises

Partnering with BTFO gives you all the benefits a Family Office has to offer but removes the burdens of owning, operating, and managing one on your own. If you partner with us, either by working with us directly or in an outsourced/fractional Family Office capacity, you’ll receive:

Expert Insight

Our leaders have a wide range of experience in the following areas:

Investment Advisory
Asset Allocation
Consolidated Reporting
Financial Reporting

Working in these disciplines has given our team the insight to address nearly any obstacle you encounter.

A Dedicated Partnership

We don’t simply serve our clients; we partner with them. We do this by seeking to understand your family’s goals, values, and challenges. But as with all partnerships, we won’t operate in a silo. We want to blend your intimate knowledge of the family with our informed opinions before we settle on a path forward.

A Family Steward

Our goal is to represent your family’s interests in every decision we make. We do this by:

Aligning our financial strategies with your goals and values
Fostering cross-generational relationships within the family
Providing continuity as leadership changes hands
Keeping long-term goals at top of mind without dismissing short-term objectives

Unlock Your Success

Capabilities

Our Clients

How do you know if BTFO is a good fit for your family? Most of our clients fall into one of the following three categories:

Founders and Founding Families

Families that create or accumulate a substantial amount of wealth, whether that be through entrepreneurship, investment, or other successful ventures, need to start somewhere. We can help these founding families build their first-ever wealth management strategy.

Single Family Offices

Single Family Offices often need supplemental support. We can augment your Family Office by filling the spaces you’re lacking. In other words, in an outsourced Family Office services or fractional Family Office capacity, we can get your Family Office to reach its full potential without you needing to hire additional staff.

Family Businesses

Family businesses are often driven by profit, but they also serve to build the family legacy. When those goals are at odds with each other, it can be difficult to know what direction to take. Having an objective third party helping guide decisions can preserve family harmony without sacrificing profits.

Unlock Your Success

Overview

Services

Our goal is to simplify the business of being wealthy, and we know that looks different for every family. We help with the following solutions:

You will receive:

Wealth Oversight & Coordination

Trust administration, reporting, and due diligence
Building charitable giving strategies
Tax reporting
Accounting assistance

Administration Support

Transaction reporting
Tax and insurance review
Household employee payroll and tax administration
Aviation and maritime financial management

Family Governance & Advisory

Serving as a liaison between family members and external advisors
Helping build upon the family’s mission
Facilitating family meetings
Succession and estate planning

Promises

Partnering with BTFO gives you all the benefits a Family Office has to offer but removes the burdens of owning, operating, and managing one on your own. If you partner with us, either by working with us directly or in an outsourced/fractional Family Office capacity, you’ll receive:

Expert Insight

Our leaders have a wide range of experience in the following areas:

Investment Advisory
Asset Allocation
Consolidated Reporting
Financial Reporting

Working in these disciplines has given our team the insight to address nearly any obstacle you encounter.

A Dedicated Partnership

We don’t simply serve our clients; we partner with them. We do this by seeking to understand your family’s goals, values, and challenges. But as with all partnerships, we won’t operate in a silo. We want to blend your intimate knowledge of the family with our informed opinions before we settle on a path forward.

A Family Steward

Our goal is to represent your family’s interests in every decision we make. We do this by:

Aligning our financial strategies with your goals and values
Fostering cross-generational relationships within the family
Providing continuity as leadership changes hands
Keeping long-term goals at top of mind without dismissing short-term objectives

Unlock Your Success

Capabilities

Our Clients

How do you know if BTFO is a good fit for your family? Most of our clients fall into one of the following three categories:

Founders and Founding Families

Families that create or accumulate a substantial amount of wealth, whether that be through entrepreneurship, investment, or other successful ventures, need to start somewhere. We can help these founding families build their first-ever wealth management strategy.

Single Family Offices

Single Family Offices often need supplemental support. We can augment your Family Office by filling the spaces you’re lacking. In other words, in an outsourced Family Office services or fractional Family Office capacity, we can get your Family Office to reach its full potential without you needing to hire additional staff.

Family Businesses

Family businesses are often driven by profit, but they also serve to build the family legacy. When those goals are at odds with each other, it can be difficult to know what direction to take. Having an objective third party helping guide decisions can preserve family harmony without sacrificing profits.

Unlock Your Success

BT Family Office Team

Here to serve the individual needs of your family with our robust experience and extensive network serving families like yours.

Lorrie Allegra

Managing Director

404.341.5803

lorrie.allegra@btfamilyoffice.com

Callie Mixon

Director

404-313-4528

callie.mixon@btfamilyoffice.com

Elma Sjekirica

Family Office Controller

770.396.2200

elma.sjekirica@btfamilyoffice.com