We provide asset management and family office services for high-net-worth families. We understand money. We study history. We love people. We thrive on planning for the future.
Altman Advisors' roots date back to 1977. We became an independent firm in 2016.
Eight robust investment strategies to help maximize returns while managing risk across diversified portfolios.
Three quarters of our clients engage us across multiple generations
Strategic multi-generational long-term financial planning for select families, focused on wealth preservation and growth.
Our portfolios are tailored to your goals, risk tolerance, and time horizons. We deliver institutional-quality investment management, and aim to deliver enduring value across generations.
Our first year together is one of discovery and integrated planning.
No surprises. This is what you should expect.
Knowledge is power. Wealth is responsibility. The future is about them. Part of your planning requires education and guiding the next generation.
read more about Next Generation ServicesRead more
We guide families from researching meaningful causes to support to creating a longer time horizon, helping them to establish and grow their foundations and leave a lasting legacy.
When we grow a foundation together, we help generate more assets for donations on a tax-free basis.
read more about Philanthropic Advisory ServicesRead More
what is your legacy?
A platform where entrepreneurial advisors thrive. Family Office expertise, institutional-grade asset management, and world-class business systems.
Altman Advisors is a Registered Investment Adviser. This material is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Altman Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Altman Advisors unless a client service agreement is in place.
Any discussion of a specific strategy or security is not a recommendation to invest. Always contact a financial professional before making any investing decisions. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
