BT Family Office, LLC was formed in August 2019. Adviser’s principal place of business is located in Atlanta, Georgia. Bennett Thrasher, LLP is the principal owner of the firm. Bennett Thrasher, LLP’s ownership is comprised of its limited partners. BT Family Office is a trusted partner to families navigating the complexities and joys of substantial wealth. Our goal is to help families sustain their prosperity, values and legacy over multiple generations. We take a consultative and unbiased approach that is tailored to the unique and nuanced issues impacting each family. A partnership with BT Family Office is designed to help achieve peace of mind, simplicity, and organization. BTFO tailors its service offering to meet the needs of each family it serves. Based upon the priorities of the family, we help coordinate and implement strategy across the following areas: financial planning, investment advisory, business consulting, tax planning, education, philanthropic, legacy planning and risk management. Wealth Management: BTFO offers wealth management on a discretionary and non-discretionary basis. Through discussions, interviews and other documentation, we will assist you in determining your investment objectives. This may include creating an Investment Policy Statement (“IPS”) based on your objectives, risk tolerance, liquidity needs, tax considerations and any other issues related to your financial situation. Our wealth management services include:
• Investment strategy
• Asset allocation
• Selection and oversight of third-party managers
• Impact Investing
• Due diligence on outside investment opportunities
• Portfolio monitoring
• Consolidated reporting Client portfolios may include domestic and foreign equities, fixed income, mutual and exchange traded funds, and private funds which include hedge funds and funds of funds. We will provide ongoing consolidated reporting and meet with you periodically to

discuss the performance of your investments and to update your financial information. You should notify us promptly if there are any changes in your financial situation or investment objectives or if you wish to impose any reasonable restrictions upon the management of your account. Other Services BTFO will support all facets of a family’s wealth enterprise and will coordinate an integrated solution. Family and Legacy Planning
• Family Mission
• Governance
• Education
• Next Gen Support & Education
• Family Meetings & Communication
• Philanthropic Strategies Management
• Trust & Estate Planning Support Business Consulting
• Succession & Exit Strategies
• Valuation
• Pre-Transaction Planning (Tax/Structural)
• Coordinate Sale Process & Evaluate Bankers (Investment Bankers, PE, Lending)
• Capital Raising
• Audit/Balance Sheet Review
• Quality of Earnings Report Risk Management
• Insurance
• Personal Security
• Security Audit of Homes/Assets
• I/T Security
• International Travel Preparedness Administration Support
• Bill pay
• Mail Processing
• Bookkeeping & Reporting
• Electronic Imaging
• Small Business Back Office Support Lifestyle Management
• Travel Planning
• Property Management
• Household Staff
• Art/Rare Goods
• Executive Protection These services are based on your providing personal data such as family records, employment records, budgeting, assets, liabilities, estate information, and tax information. We will work closely with your attorney, accountant, insurance agent, and other advisers. Adviser will also provide financial planning services and customized reporting on an ad hoc basis, separate from its wealth management services. Assets Under Management As of December 31, 2023, Adviser has $2,702,789,348 in assets under management.