As a resource, your time is both valuable and nonrenewable, and you’re spending it every second of the day. For some people, usually those with plenty of both time and money, managing their personal and family finances can be enjoyable. But for most, personally managing finances doesn’t provide peace of mind or comfort, but only anxiety and missed opportunities.
BT Family Advisors exists to reduce that anxiety and stress, and do all the things you don't want to do. We’re here to provide peace of mind, save you money, and make your life easier.
Successful people develop teams of professionals to help them: wealth managers, attorneys, bankers and accountants, among others. But every team needs a leader. BT Family Advisors works alongside your advisors to maximize their effectiveness, while retaining a focus on our core competencies and your goals. We don’t just add another element to your group of advisors, we transform those groups into a goal-oriented team, constantly examining your finances to find any opportunity to save or grow your money.
Because our work is about saving you both money and time, we take on both the prosaic and the more exciting aspects of financial management from bill paying, budgeting, bookkeeping and account reconciliation to refinancing and alternative investment opportunities.
A dynamic new entry to the family office and financial planning services field, BT Family Advisors will help you create the rich life you've always imagined.
We’ll communicate with your tax accountant and offer the best strategies to maximize your tax savings.
We know the factors that make a healthy portfolio and what work is required to optimize it.
In times of change, it’s important to be on the lookout for market fluctuations and exciting investment opportunities.
Family planning budgets get you by. Our budgets get you ahead.
We monitor your accounts and credit to ensure you are ideally positioned for the future.