Mandate & appetite
- Preferred strategies
- Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- —
- Appetite
- —
Investor profile
BT Family Office, LLC is a wealth management firm based in the United States, specializing in family wealth oversight, trust administration, and charitable giving strategies. They serve founders and families by providing investment advice and expertise in asset allocation, with a focus on aligning financial strategies with family legacies and values.
Unlock mandates & allocation signals
See BT Family Office's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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