Client Access
Altman Advisors | Building Financial Legacies Across Generations

Next Generation Services

We provide tailored education, mentorship, and engagement for rising family members, empowering them with financial fluency, stewardship values, and a sense of purpose.

Let’s Talk About Your Future

Your journey to financial confidence starts here

Personal Guidance

We work one-on-one with rising family members to build financial fluency, professional confidence, and a sense of ownership in the family’s legacy.

Strategic Direction

Through mentorship and hands-on education, we help the next generation understand long-term planning, investment principles, and decision-making frameworks.

Shared Values

We foster a connection between generations by exploring family values, goals, and stories, ensuring that wealth transfer is also a transfer of wisdom and intent.

Your questions, our experience

Our Next Generation Services empower rising family members with the knowledge, confidence, and stewardship values needed to manage wealth responsibly and preserve your family’s legacy for generations to come.

It’s designed for family members preparing to inherit wealth or take on greater financial responsibility. Whether they’re young adults or seasoned professionals, we tailor education and mentorship to their stage of life.

We cover practical financial skills, investment fundamentals, estate and tax planning basics, family governance, philanthropy, and the shared values that guide responsible wealth stewardship.

Through personalized, regularly scheduled meetings. We focus on clear, approachable guidance that encourages open dialogue.

empowering rising generations