Multi-Family OfficeRIA · CRD 305713SEC-Registered

Updated:

BT Family Office

BT Family Office was established in 2019 by the accounting firm Bennett Thrasher, LLP. Scott Quigley serves as president. The firm supplies outsourced wealth...

BT Family Office logo

BT Family Office

BT Family Office was established in 2019 by the accounting firm Bennett Thrasher, LLP. Scott Quigley serves as president. The firm supplies outsourced wealth services to several high-net-worth families rather than a single lineage. Investment activity spans private equity, real estate, hedge funds, private credit, and fund-of-funds commitments. Confirmed focuses include early-stage and growth equity in healthcare services, digital health, industrial tech, supply chain, media, and proptech. Allocations remain concentrated in North America. The firm also maintains direct positions in residential real estate and managed aircraft and maritime assets. The team includes Lorrie Allegra as partner and head, Steven Nowak as managing director, Callie Mixon as director for aviation and yacht oversight, and John Cummings as head of strategic relationships. Bennett Thrasher Foundation operates as the adjacent philanthropic vehicle. No dated operational events from the last 24 months appear in available records. Governance ties directly to Bennett Thrasher, LLP as principal owner, creating an integrated structure between accounting services and investment coordination.

General information

Firm type

Multi Family Office

Year founded

2019

Location

Region

North America

Country

United States

City

Atlanta

Corporate office

Atlanta, GA, United States

Principals

Lorrie Allegra

Partner and Head of BT Family Office

Callie Mixon

Director

John Cummings

Head of Strategic Relationships

Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.

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Sector focus

Healthcare ServicesDigital HealthIndustrial TechSupply Chain & LogisticsMedia & EntertainmentPropTechEnterprise Software

Frequently asked questions

What is BT Family Office?

BT Family Office is a multi family office headquartered in Atlanta, United States.

When was BT Family Office founded?

BT Family Office was founded in 2019.

Where is BT Family Office headquartered?

BT Family Office is headquartered in Atlanta, United States, in the North America region.

What does Altss track for BT Family Office?

Altss maintains an OSINT-verified profile of BT Family Office covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is BT Family Office's website?

BT Family Office's public website is btfamilyoffice.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is BT Family Office?

BT Family Office is classified by Altss as a Multi Family Office, operating from United States within the North America region.

How does Altss source intelligence on BT Family Office?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was BT Family Office's Altss profile last updated?

BT Family Office's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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