BT FAMILY OFFICE, LLC

Overview

BT Family Office, LLC is an independent registered investment adviser organized as an LLC that positions itself as a family-oriented capital allocator and adviser. The firm’s client base is concentrated on individuals and families—operating with a family-office mindset—providing financial planning, portfolio management, manager selection and educational programming. BT Family Office runs primarily through non-discretionary mandates, which suggests the firm focuses on advice, model construction and third‑party manager selection rather than full discretionary trading authority for clients. Investment activity shows a clear equity tilt combined with a meaningful use of third‑party alternative managers. The firm reports being an active ESG investor, so environmental, social and governance criteria appear integrated into security selection or manager selection across public and private sleeves. Fee arrangements are a mix of percentage of assets under management, hourly charges and fixed fees, consistent with tailored family-office service models.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices