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.
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.
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:
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:
Our leaders have a wide range of experience in the following areas:
Working in these disciplines has given our team the insight to address nearly any obstacle you encounter.
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.
Our goal is to represent your family’s interests in every decision we make. We do this by:
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:
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 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 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.
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:
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:
Our leaders have a wide range of experience in the following areas:
Working in these disciplines has given our team the insight to address nearly any obstacle you encounter.
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.
Our goal is to represent your family’s interests in every decision we make. We do this by:
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:
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 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 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.
Lorrie Allegra
Managing Director
404.341.5803
[email protected]
Callie Mixon
Director
404-313-4528
[email protected]
Elma Sjekirica
Family Office Controller
770.396.2200
[email protected]
John Cummings
Strategic Advisor to BT Family Office
678.302.1427
[email protected]
Dane Harris
Strategic Advisor to BT Family Office
770.635.5045
[email protected]
Vijay Vaswani
Strategic Advisor to BT Family Office
678.990.2855
[email protected]
Emily Ackerman
Strategic Advisor to BT Family Office
469.766.4654
[email protected]
Beth Warchol
Strategic Advisor to BT Family Office
770.790.6571
[email protected]
