Your personal CFO.
Let us help you with both.
Your plans are important. So are your dreams. Our mission is to ensure your ability to pursue both with peace of mind. We will help you streamline your finances, maximize your resources and save you time so that you can make things happen.
Tri Tran and Joe Brotherton began working together in 2013, managing a private family office, venture firm, and commercial real estate business. It wasn't long before the two realized they share similar passions for client service and boutique capital investment. With a desire to work more closely with clients and make an even greater impact in their community, BT Family Advisors was founded.
Tri has more than 10 years of public accounting experience and has worked for more than seven years as a CFO and head of a private family office. Joe is a CPA and attorney who has worked in public accounting and real estate for more than five years. Their diverse history and shared values is what makes BT Family Advisors the perfect addition to your family.