Altman Advisors’ mission is to protect and grow the wealth of families and individuals. We are a boutique, fiduciary, Multi-Family Office with a dedicated Family Office Group and an in-house Asset Management Group. For over 50 years, our founders have served the financial community with ethics and integrity.

Our team of industry professionals provides concierge-level service, comprehensive financial planning, and discretionary portfolio management for an exclusive clientele. Altman Advisors offers objective advice based on fundamental research and integrated planning for the entirety of our clients’ financial needs. Our Family Office Group services include risk management, tax, charitable, estate, real estate, and liability planning, and more. Our Asset Management Group has expertise in public equities and credit, and Alternative Investments, including private equity and credit, structured notes, and options strategies.

Altman Advisors is a Registered Investment Adviser. This content 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.