About
Built by the person who lived the problem.
BTree comes out of two decades inside family-office operations — and the gaps no software closed.

Heather
Founder and Chief Executive
More than twenty years operating complex family wealth: trusts, entities, real estate, accounting, payroll, tax coordination, banking and reporting.
Founder and chief executive of Paladin Management Group, a working family-office services firm that is BTree’s proving ground and first distribution channel.
A published author and real-estate principal who has personally felt every gap this product closes.
