About Us
For over 50 years, the founders and their team at Altman Advisors, an independent, fiduciary, Jewish-owned, Multi-Family Office (MFO), have helped protect and grow the wealth of select clientele, building long-lasting relationships of trust across generations. Altman Advisors, established in 2016, provides a comprehensive suite of family office and asset management services. We go beyond traditional investment platforms, partnering with our clients to focus on intergenerational wealth growth, preservation, and transfer. Our firm stands on a foundation of trust, with over 90% of our clients engaging us across multiple generations, our client retention often spans decades.
Our goal is to consistently outperform benchmarks that best reflect the broader economic landscape and the opportunities it presents. Our strong track record of success is a testament to our time-tested investment process. We leverage eight robust investment strategies across the efficient frontier to maximize returns for given risk levels.
Friends in Israel Partnership
- Reduced Investment Minimums: We have lowered our standard MFO threshold from $5 million to $1 million exclusively for participants in the Friends in Israel Partnership, making our skilled team and comprehensive services more accessible to Israeli citizens.
- Currency Hedging Solutions: We protect against shekel depreciation, offering U.S. dollar-based asset management during these uncertain times.
- Advanced Market Instruments: We are prepared for shekel appreciation, poised to cost-efficiently revert back to shekel exposure without creating capital gains or disrupting our long-term investment strategy.
- Estate and Tax Planning Services: We partner with third party specialists that can optimize estate and tax strategies for Israeli citizens, helping ensure compliance with both U.S. and Israeli regulations.
- Community Support: We fund the Am Yisrael Foundation and other local organizations supporting Israeli society.
Your Benefits as an Altman Advisors
Friend in Israel
1
Continuous Access: Through seamless technology that keeps you updated on your investments with our Account Access.
2
3
4
A lantern in the darkness and an umbrella in a storm
Philip Gordon,
PhD
Michael Santarelli,
MBA
George Rudawski,
MSFE, MBA, CFA®
Ryan Safko,
CFP®,
CIMA®, AWMA®
Contact Us
At Altman Advisors, we recognize that every client has unique needs. Whether you have questions about our Friends in Israel Partnership, specific investment strategies, or how we can help you achieve your financial goals, we are here to assist.
Please submit your inquiry here. Thank you for considering Altman Advisors – we are excited about the opportunity to serve you.
233 S. Wacker Drive Suite 9750
Chicago, IL 60606