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.
Public regulatory records matched to Altman Advisors from SEC and IRS filings.
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Altman Advisors is a multi family office (mfo) based in Chicago, United States, managing approximately $320M in assets.
Altman Advisors is headquartered in Chicago, United States.
Altman Advisors manages approximately $320M in assets under management.
Altman Advisors was founded in 2016.
Altman Advisors focuses on Investment Funds, Long-Term Investments, Growth Capital, Wealth & Estate Planning Financial Services, Finance, Insurance Services, Real Estate Investment & Development, Real Estate.
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