SERVICES

Family Office

Empowering Your Financial Journey with Personalized Solutions

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

A partnership with BTFO offers your family the benefits of a comprehensive family office without taking on the burdens of owning, operating, and managing one. This is achievable through an individualized approach for your family, coupled with our robust experience and extensive network serving families like yours.

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Each family we work with is viewed through a highly specialized lens. We place a premium on creating a high-touch and highly customized client experience whether we work directly with you or in an outsourced/fractional family office capacity. In addition, through our affiliation with Bennett Thrasher, your family office will benefit from access to industry leading accountants and advisors with advanced insights and top-tier expertise across financial disciplines. You will receive:

Expertise & Objectivity

We take a consultative and unbiased approach to solving the unique and nuanced issues impacting your family, with tailored solutions that align with your short- and long-term objectives.

A Dedicated Partnership

We forge a partnership by providing personalized attention, listening intently to your needs, and transforming challenges into opportunities, all with exceptionally detail-oriented service.

A Team of Organizational Experts

By simplifying complex structures and streamlining processes, we help your family achieve peace of mind by fostering an environment of clarity and efficiency.

A Family Steward

As your family steward, we represent your interests with a commitment to both productivity and effectiveness, ensuring that your time and capital are optimized to serve your family’s legacy.

OUR CLIENTS

Families/Founders

For families and founders, BT Family Office provides personalized financial management and strategic planning designed to meet the unique ambitions and challenges faced by each family or individual founder.

Single Family Offices

Our services for Single Family Offices include supplemental support where existing infrastructures may need augmentation. This allows you to enhance capabilities while maintaining a focus on discretion and high customization, without the overhead associated with expanding staff.

Family Businesses

For family businesses, we bring clarity and structure by intertwining governance and family harmony with business growth.By addressing both operational and emotional aspects, we support you in navigating the complexities of your family

UNLOCK YOUR SUCCESS

Wealth Oversight & Coordination

  • Investment & Wealth Administration
  • Consolidated Investment Reporting
  • Gatekeeper on Investments: Due Diligence and Sourcing
  • Run RFP Search Process for External Advisors
  • Trust Administration
  • Charitable Giving Strategy
  • Investment Policy Statements
  • Impact Investing
  • Offer Fully Outsourced Family Office or Bespoke Fractional Support to SFO, including:
    • CFO: tax, books and records, banking, investment reporting
    • CIO: investment overs sight, manager selection, due diligence, consolidated reporting –
    • Controller: accounting, bookkeeping, bill pay, financial reporting

Administration Support

  • Liaison with External Advisors
  • Bookkeeping, Transaction Reporting and Bill Pay
  • Tax and Insurance Review
  • Personal Security and Audit of Assets
  • Critical Document Storage, Organization, and Management
  • Select Concierge Services
  • Evaluating Household Technology Readiness & Security Protocols
  • Household Employee Payroll and Tax Administration
  • Estate Manager Placement
  • Cash Flow Monitoring and Reporting
  • Aviation & Maritime Operational and Financial Management

Family Governance & Advisory

  • Family Mission, Goals, Objectives & Principles
  • Next Generation Education and Planning
  • Philanthropic Strategy & Support
  • Succession and Estate Planning
  • Family Meetings Preparation and Facilitation
  • Coordination with all Advisors (attorneys, accountants, etc.)
  • Assessing Healthcare Directives and Powers of Attorney
  • Trust & Estate Planning Analysis, Strategy, and Implementation
  • Personal Security Assessment
  • International Travel Preparation
UNLOCK YOUR SUCCESS

Lorrie Allegra
Position: Managing Director
Expertise: Integrated Wealth Planning
Lorrie advises ultra-high-net-worth families, individuals, and closely held businesses on investment planning, family legacy, succession, risk management, and philanthropy. With over 25 years of experience, she brings a wealth of knowledge from her roles in strategy and as a Chief Investment Officer in the family office space. Lorrie holds a Bachelor of Science in Business Administration and is dedicated to education, philanthropy, soccer, cycling, and travel.

Callie Mixon
Position: Director
Expertise: Aviation and Maritime Accounting
Callie specializes in complex organizational structures and ensures operational compliance with legal structures across various entities. With over eight years of experience in public accounting and the financial sector, she offers expertise in aviation and yacht accounting and consulting, including dry lease consulting, AR tracking, and financial reporting. Callie holds a Bachelor of Business Administration in Accounting and enjoys hunting, cooking, gardening, hiking, and travel.

Elma Sjekirica
Position: Family Controller
Expertise: Family Accounting and Financial Reporting
Elma provides accounting, financial reporting, and analysis services to ultra-high-net-worth families, offering a clear view of their financial position and long-term objectives. With a background in public accounting and extensive experience in audit engagements and financial reporting, she ensures each family’s economic success. Elma holds a Bachelor of Business Administration in Accounting and is fluent in Croatian and Bosnian.

Caitlin Eastin
Position: Senior Accountant
Expertise: Tax and Financial Reporting
Caitlin focuses on providing families the information they need to achieve their financial goals through daily accounting functions and financial reporting. With experience in tax preparation and financial reporting for real estate investors, she ensures clients receive top-quality service. Caitlin is a licensed CPA with a Master’s in Accounting and enjoys writing music, reading, cooking, and axe throwing.

John Cummings
Position: Head of Strategic Relationships
Expertise: Business Development and Private Equity
John develops partnerships with ultra-high-net-worth families by connecting them with investment companies, legal counsel, and wealth advisors. With over 15 years of private equity experience and a background in M&A as a CPA, he offers expertise in accounting and financial due diligence. John is passionate about family, golf, sports, and business news.

Dane Harris
Position: Strategic Advisor
Expertise: Mergers & Acquisitions
Dane advises clients on mergers and acquisitions, leveraging his extensive experience in commercial banking and private equity investment consulting. With over ten years of experience in middle-market transactions, he offers expertise in various industries. Dane enjoys golfing, spending time with family, and serving on the board of the Dallas Goethe Center.

Vijay Vaswani
Position: Strategic Advisor
Expertise: Mergers & Acquisitions Transaction Advisory
Vijay leads the M&A Transaction Advisory practice, advising both strategic and private equity investors on buy-side and sell-side transactions. With more than 15 years of experience across accounting and finance disciplines, he brings unique skills to clients. Vijay enjoys spending time with his family and resides in Roswell, GA.

UNLOCK YOUR SUCCESS

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.

CONTACT US
LORRIE ALLEGRA
Managing Director

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