For over 50 years, the founders of Altman Advisors and their team have helped to protect and grow the wealth of select clientele, building long-lasting relationships of trust across generations. Established in 2016, we are a Multi-Family Office (MFO) providing a comprehensive suite of family office and asset management services. Our services include investment management, estate and tax optimization, legacy development, risk mitigation, family governance and education, philanthropic advisory, and real estate and liability planning, all designed to secure and enhance your financial future. Distinguished by our rapid response and resolution commitment, we pride ourselves on delivering a multi-generational Financial Independence Plan within six months of client engagement, along with a series of monthly appointments for a proactive approach. 
 
Are you confident your financial legacy will stand the test of time? At Altman Advisors, we do more than manage assets – we nurture lasting partnerships and build enduring financial legacies for generations to come.

Altman Advisors is a Registered Investment Adviser. This content is solely for informational purposes. No advice may be rendered by Altman Advisors unless a client service agreement is in place.


Altman Advisors

Org chart

Teams

Offices