Family Office
BT Family Office, LLC (BTFO)
BT Family Office serves families with substantial wealth, providing investment advisory services, financial planning, and comprehensive family office support on a non-discretionary basis. They take a consultative approach tailored to help families sustain prosperity, values, and legacy over multiple generations, levera…
Asset classes & sectors
All Sectors
Decision-makers
Steven Nowak
Managing Director
Callie Mixon
Director
Lorrie Allegra
Director
Members only
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