Overview
BT Family Office, LLC was formed in August 2019. Adviser’s principal place of business is located in
Atlanta, Georgia. Bennett Thrasher, LLP is the principal owner of the firm. Bennett Thrasher, LLP’s
ownership is comprised of its limited partners.
BT Family Office is a trusted partner to families navigating the complexities and joys 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 each family. A partnership with BT Family Office is designed to help achieve peace
of mind, simplicity, and organization.
BTFO tailors its service offering to meet the needs of each family it serves. Based upon the priorities
of the family, we help coordinate and implement strategy across the following areas: financial
planning, investment advisory, business consulting, tax planning, education, philanthropic, legacy
planning and risk management.
Wealth Management: BTFO offers wealth management on a discretionary and non-discretionary
basis. Through discussions, interviews and other documentation, we will assist you in determining
your investment objectives. This may include creating an Investment Policy Statement (“IPS”) based
on your objectives, risk tolerance, liquidity needs, tax considerations and any other issues related to
your financial situation. Our wealth management services include:
• Investment strategy
• Asset allocation
• Selection and oversight of third-party managers
• Impact Investing
• Due diligence on outside investment opportunities
• Portfolio monitoring
• Consolidated reporting
Client portfolios may include domestic and foreign equities, fixed income, mutual and exchange
traded funds, and private funds which include hedge funds and funds of funds.
We will provide ongoing consolidated reporting and meet with you periodically to
discuss the
performance of your investments and to update your financial information. You should notify us
promptly if there are any changes in your financial situation or investment objectives or if you wish
to impose any reasonable restrictions upon the management of your account.
Other Services
BTFO will support all facets of a family’s wealth enterprise and will coordinate an integrated solution.
Family and Legacy Planning
• Family Mission
• Governance
• Education
• Next Gen Support & Education
• Family Meetings & Communication
• Philanthropic Strategies Management
• Trust & Estate Planning Support
Business Consulting
• Succession & Exit Strategies
• Valuation
• Pre-Transaction Planning (Tax/Structural)
• Coordinate Sale Process & Evaluate Bankers (Investment Bankers, PE, Lending)
• Capital Raising
• Audit/Balance Sheet Review
• Quality of Earnings Report
Risk Management
• Insurance
• Personal Security
• Security Audit of Homes/Assets
• I/T Security
• International Travel Preparedness
Administration Support
• Bill pay
• Mail Processing
• Bookkeeping & Reporting
• Electronic Imaging
• Small Business Back Office Support
Lifestyle Management
• Travel Planning
• Property Management
• Household Staff
• Art/Rare Goods
• Executive Protection
These services are based on your providing personal data such as family records, employment
records, budgeting, assets, liabilities, estate information, and tax information. We will work closely
with your attorney, accountant, insurance agent, and other advisers.
Adviser will also provide financial planning services and customized reporting on an ad hoc basis,
separate from its wealth management services.
Assets Under Management
As of December 31, 2023, Adviser has $2,702,789,348 in assets under management.