Family Office Services

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.

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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

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

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

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

Callie Mixon

Director

404-313-4528

Elma  Sjekirica

Family Office Controller

770.396.2200

John Cummings

Partner

678.302.1427

Dane Harris

Partner

770.635.5045

Vijay Vaswani

Partner

678.990.2855

Emily Ackerman

Business Development Director

469.766.4654

Bennett Thrasher Advisory Services Team

45+ years of tax, audit & advisory solutions

Contact our team