advice beyond investing
Our strategic planning process aligns your financial decisions, from investments to estate structures, with your long-term vision.
Family Office
A private office, built around your family. Our Family Office Services simplify the financial complexity of wealth, offering integrated planning, investment oversight, and multigenerational guidance.
Your wealth, our experience. Together we plan your future
We help your family build continuity through clear governance, shared values, and rising-generation education.
Our focus is to protect what you’ve built, so your wealth continues to support your family’s goals today and into the future.
Building your legacy through generations
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Multigenerational Engagement
Three quarters of our clients engage us across at least two generations.
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Third-Generation Retention
One third of our clients engage us across three generations or more.
Stories of Success
“In preparing for battle, I have always found that plans are useless, but planning is indispensable.”
From Ashes to Clarity: Supporting a Family After the LA Fires
“Price is what you pay. Value is what you get.”
-Warren Buffet
A Better Plan, a Better Partner: How One Couple Discovered the True Value of Hiring Altman Advisors
When expert planning meets emotional intelligence.
Graceful Separation: Supporting Clients Through One of Life’s Toughest Transitions
Next Generation Services
Specialized guidance and education for your children’s future, ensuring seamless transition and preservation across family generations.
read more about Next Generation ServicesDiscoverAltman wealth intelligence platform
Clients enjoy continuous access to our online platform to view portfolios, including asset allocation, values, and performance-tracking.
2Altman wealth intelligence platform
Clients enjoy continuous access to our online platform to view portfolios, including asset allocation, values, and performance-tracking.
- פתח וידאו בפופאפ
Your questions, our experience
What can I expect when I first become a client?
From the start, you'll get a dedicated team, a meeting schedule, and our Proven Process roadmap. We focus on understanding your goals, analyzing your needs, and developing a customized Financial Independence Plan to guide you and your family for generations.
How often will we meet?
We provide up to twelve scheduled appointments annually, including quarterly portfolio reviews and planning discussions. This cadence ensures we stay proactive, responsive, and fully aligned with your evolving needs.
What is the Financial Independence Plan?
It’s a multi-generational, comprehensive plan tailored to your family’s goals. It addresses investments, estate, tax optimization, legacy development, and more—so you can protect, grow, and pass on wealth with confidence.
What is it like to work with your team?
We’re committed to a one-hour rapid response time and 24-hour resolution for most issues. You’ll have direct access to a private service email and your dedicated team for personalized, proactive support.