Your Trusted Partner

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BT Family Office is a trusted partner to families navigating the complexities and burdens of substantial wealth.  Our goal is to help families sustain their prosperity, values and legacy over multiple generations. 


We take a consultative and unbiased approach that is tailored to the unique and nuanced issues impacting your family.  We listen closely to your needs and do not shy away from challenges.  This is achievable through an individualized approach to working with your family, coupled with our robust experience and extensive network serving families like yours.  


As your family steward, we strive to be effective and efficient with your time and capital.  A partnership with BT Family Office is designed to help your family achieve simplicity, consistency, organization and confidence in your life.