BT Family Office offers wealth management on both discretionary and non-discretionary bases. They assist clients in determining investment objectives and creating an Investment Policy Statement. Their services include investment strategy, asset allocation, selection and oversight of third-party managers, impact investing, portfolio monitoring, and consolidated reporting. BTFO also provides family and legacy planning, business consulting, risk management, administration support, and lifestyle management services. These services are based on personal data provided by the client, and BTFO works closely with the client's other advisors.
Fee Structure
BT Family Office offers wealth management and financial planning for an annual fee based on the value of your assets. These fees range from 0.10% to 1% and are calculated on the gross market value of your assets on the last day of the preceding quarter. The fees are payable quarterly in arrears unless otherwise directed by the client.