BT Family Office

BT Family Office is a multi-family office dedicated to empowering ultra-high net worth families, individuals, entrepreneurs, and closely-held businesses in navigating the complexities of substantial wealth. The firm offers personalized solutions encompassing wealth oversight and coordination, comprehensive administration support, and expert family governance and advisory services. Their core mission is to simplify the management of significant assets, ensuring the sustained prosperity, values, and legacy of families across multiple generations. Services include investment advisory, asset allocation, consolidated reporting, financial reporting, trust administration, charitable giving strategies, tax reporting, accounting assistance, and meticulous succession and estate planning.

Established in 2019, BT Family Office operates as an affiliate of Bennett Thrasher, a prominent full-service certified public accounting and consulting firm founded in 1980 by Rick Bennett and Ken Thrasher in Atlanta, Georgia. The creation of BT Family Office was a strategic move to extend Bennett Thrasher's extensive expertise in tax, audit, and advisory solutions into a dedicated family office offering. This affiliation allows BT Family Office to provide a consultative and unbiased approach to wealth management, leveraging the parent company's deep industry knowledge and resources.

As a family office service provider, BT Family Office primarily focuses on advising and managing the existing assets and financial affairs of its client families, rather than making direct venture capital investments in portfolio companies. The firm's role involves strategic investment planning, coordination, and oversight of family wealth, which may include allocations to various asset classes, but it does not function as a direct investment fund for specific corporate ventures. Therefore, there are no notable portfolio companies in the traditional venture capital sense.

The team at BT Family Office is led by Lorrie Allegra, a Partner and the Head of BT Family Office, who brings over 25 years of extensive experience in consulting, operations, strategy, and family office management. Her expertise spans investment planning, family legacy, succession, philanthropy, and risk management. Other key team members, such as Directors Callie Mixon and Elma Sjekirica, contribute specialized knowledge in client relationship management, family accounting, and financial reporting. The collective experience of the team ensures comprehensive and insightful support tailored to the unique financial needs and long-term objectives of ultra-high net worth families.