R&D Tax Credits: Common Myths
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.
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.
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.
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.
We forge a partnership by providing personalized attention, listening intently to your needs, and transforming challenges into opportunities, all with exceptionally detail-oriented service.
By simplifying complex structures and streamlining processes, we help your family achieve peace of mind by fostering an environment of clarity and efficiency.
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.
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.
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.
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.
We provide comprehensive wealth oversight, coordination, and tailored family office support, offering a full suite of services designed to manage, protect, and grow your family’s assets while aligning with your unique goals and values.
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.
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.
We forge a partnership by providing personalized attention, listening intently to your needs, and transforming challenges into opportunities, all with exceptionally detail-oriented service.
By simplifying complex structures and streamlining processes, we help your family achieve peace of mind by fostering an environment of clarity and efficiency.
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.
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.
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.
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.
We provide comprehensive wealth oversight, coordination, and tailored family office support, offering a full suite of services designed to manage, protect, and grow your family’s assets while aligning with your unique goals and values.
Lorrie Allegra
Managing Director
404.341.5803
[email protected]
Callie Mixon
Director
404-313-4528
[email protected]
Elma Sjekirica
Family Office Controller
770.396.2200
[email protected]
John Cummings
Partner
678.302.1427
[email protected]
Dane Harris
Partner
770.635.5045
[email protected]
Vijay Vaswani
Partner
678.990.2855
[email protected]
Emily Ackerman
Business Development Director
469.766.4654
[email protected]
R&D Tax Credits: Common Myths
What is OMIG Compliance and What Are the New Requirements
Successfully Transition Ownership by Knowing Your Options
The Use of AI and Machine Learning in Valuation and Forensics
Choosing the Right SOC Report for Your Organization’s Needs
Is a Fractional CFO Right for Your Business?
Custom Financial Reporting: Boost Accuracy & Efficiency Today
Trusts Accounting: Essential Practices for Managing and Reporting on Trusts and Estates
State and Local Tax Issues: Key Challenges and Best Practices
The Importance of Finance Transformation in the Modern Business World
