BT Family Office, LLC

Overview

BT Family Office, LLC was formed in August 2019 and became an SEC registered investment adviser on March 13, 2020.¹² Its principal place of business is in Atlanta, Georgia, and its 2026 SEC directory record lists no other offices.¹² Bennett Thrasher, LLP is the principal owner, with ownership held by its limited partners.² The firm’s website identifies founders and founding families, single family offices, and family businesses as principal client categories.³

History

The firm was formed in August 2019 and received effective SEC investment adviser registration in March 2020.¹² Its services have included wealth management, family and legacy planning, business consulting, risk management, administration, and lifestyle management.²

Timeline

1. 2019BT Family Office, LLC was formed in August 2019 and became an SEC registered investment adviser on March 13, 2020.
2. 2026Its principal place of business is in Atlanta, Georgia, and its 2026 SEC directory record lists no other offices.

Leadership

The firm’s website lists Lorrie Allegra as Partner and Head of BT Family Office.³ It lists Callie Mixon and Elma Sjekirica as Directors.³ John Cummings, Dane Harris, Vijay Vaswani, Emily Ackerman, and Beth Warchol are listed as Strategic Advisors to BT Family Office.³

Allegra is also identified as Managing Director. Her biography states that she advises ultra high net worth families, individuals, entrepreneurs, and closely held businesses on investment planning, family legacy, succession, philanthropy, risk management, lifestyle management, and integrated wealth planning and reporting.⁴ Her biography reports more than 25 years of consulting, operational, strategic, family office, sales, and marketing experience.⁴ She previously served as Director of Strategy for BT Wealth Management and as Senior Vice President and Chief Investment Officer of Lincoln Lee Investments.⁴

Sjekirica provides family accounting, financial reporting, and analysis services to ultra high net worth families.⁵ Mixon manages current client relationships and strategic business development.⁶

Services

The 2026 SEC directory lists financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other advisers, and educational seminars among the firm’s service categories.¹ The directory also lists percentage of assets under management, hourly, and fixed fee arrangements.¹

The firm’s 2024 brochure describes wealth management on both discretionary and non discretionary bases.² Listed activities include investment strategy, asset allocation, third party manager selection and oversight, impact investing, outside investment due diligence, portfolio monitoring, and consolidated reporting.² Potential holdings include domestic and foreign equities, fixed income, mutual funds, exchange traded funds, hedge funds, and funds of funds.²

Family and legacy planning includes family mission, governance, education, next generation support and education, family meetings and communication, philanthropic strategy management, and trust and estate planning support.² Business consulting includes succession and exit strategies, valuation, pre transaction tax and structural planning, sale process coordination, banker evaluation, capital raising, audit or balance sheet review, and quality of earnings reports.²

Risk management support includes insurance, personal security, home and asset security audits, information technology security, and international travel preparedness.² Administration support includes bill payment, mail processing, bookkeeping and reporting, electronic imaging, and small business back office support.² Lifestyle services include travel planning, property management, household staff, art and rare goods, and executive protection.²

The website also lists trust administration, reporting and due diligence, charitable giving strategies, tax reporting, accounting assistance, transaction reporting, tax and insurance review, household employee payroll and tax administration, and aviation and maritime financial management.³ It describes outsourced or fractional family office support for single family offices.³

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Cross-border planning

Client focus

The firm’s website identifies founders and founding families, single family offices, and family businesses as principal client categories.³ Its family governance support includes liaison work with family members and external advisers, family mission development, family meetings, succession planning, and estate planning.³

Assets and minimums

The SEC directory reported regulatory assets under management of $3,996,508,425 as of March 19, 2026.¹ It reported 10 high net worth individual clients and seven employees on that date.¹ The firm’s 2024 brochure reported historical assets under management of $2,702,789,348 as of December 31, 2023.²

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Atlanta

  This directory page helps an Atlanta family compare the types of multifamily offices serving the region, including differences in investment management, planning, administration, and family education. It gives context for questions to ask BT Family Office about coordinating wealth, tax, estate, insurance, and philanthropic needs.

• Network siteEstatePlanner.com

  EstatePlanner.com's guides explain wills, trusts, beneficiary choices, and related decisions in accessible language. A business owner or family considering BT Family Office can use these materials to prepare questions about estate planning, tax planning, cross-border issues, and how legal documents fit with an overall wealth plan.

• Network siteFamilyOffices.com

  FamilyOffices.com offers articles and community perspectives for single family offices and wealthy families. Readers can use it to learn about governance, education, administration, bill pay, philanthropy, and investment oversight before discussing which responsibilities they want an adviser such as BT Family Office to support.

• GuideFiduciary duty vs suitability

  This explainer contrasts fiduciary duty with the suitability standard, helping readers understand how an adviser's legal obligations may differ. Families reviewing BT Family Office can use the comparison to ask how recommendations, conflicts, fees, investment management, and planning services are handled for their circumstances.

• Similar firmsHB Wealth
  Pathstone Family Office, LLC
  Bison Wealth

  Profiles of HB Wealth, Pathstone Family Office, LLC, and Bison Wealth provide useful points of comparison when researching family office providers. Reviewing their stated services and client focus can help a family or business owner clarify priorities for investment management, planning, governance, administration, and risk support before contacting BT Family Office.

Sources

1. SEC IAPD firm summary , as of March 19, 2026.
2. BT Family Office Form ADV brochure , as of March 27, 2024.
3. BT Family Office website , accessed October 23, 2026.
4. Lorrie Allegra biography , accessed October 23, 2026.
5. Elma Sjekirica biography , accessed October 23, 2026.
6. Callie Mixon biography , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.