You have a partner in America.

Altman Advisors, an American Multi-Family Office, is committed to standing with Israel and its people through our Friends in Israel Partnership.

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

Expert Guidance: Direct access to our professionals for personalized 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.

3

Exclusive Service Offering: Rapid response and resolution commitment, multi-generational Financial Independence Plan within six months of client engagement, and monthly appointments for a proactive approach.

4

A Committed Partnership: Focused on your family’s long-term financial well-being.
Click here to schedule an appointment and see if Altman Advisors is right for you.

A lantern in the darkness and an umbrella in a storm

Are you confident your financial legacy will stand the test of time? At Altman Advisors, we do more than manage assets – we nurture lasting partnerships and build enduring financial legacies for generations to come.
Contact Us: Let us help you plan, prepare, and thrive.
Ben Altman

Benjamin Altman,
CFP®

CEO and Chief Investment Officer
With a distinguished career in financial planning and asset management, Benjamin Altman, CFP®, leads Altman Advisors as its CEO and Chief Investment Officer.
Sheldon Altman

Sheldon “Shelly” Altman,
BSME, MBA, CIMA®

Chairman
Sheldon “Shelly” Altman, BSME, MBA, CIMA®, is Chairman of Altman Advisors. Raised in the inner city of Chicago, Shelly is the son of immigrants and married an immigrant, all of whom came to America because it is the land of opportunity.
Philip Gordon

Philip Gordon,
PhD

Advisor and Director of Communication
Philip Gordon, PhD, is a cornerstone of Altman Advisors. As both an Advisor and Director of Communication, he plays a vital role within the Asset Management and Family Office Groups.
Michael Santarelli

Michael Santarelli,
MBA

Managing Partner and Portfolio Manager
Michael Santarelli, MBA, oversees investment holdings, maintains our asset allocations, and ensures best execution as the Managing Partner and Portfolio Manager at Altman Advisors.
Ethan Goff

Ethan Goff

Managing Partner and Director of Operations
Ethan Goff plays a crucial role at Altman Advisors, overseeing the day-to-day operations that keep the firm running smoothly. His responsibilities span human resources, compliance, finance, and technology.
George Rudawski

George Rudawski,
MSFE, MBA, CFA®

Partner and Senior Portfolio Manager
George Rudawski, MSFE, MBA, CFA® excels in his role at Altman Advisors, where he is responsible for conducting research, generating investment strategies, and managing credit portfolios.
Ryan Safko

Ryan Safko,
CFP®, CIMA®, AWMA®

Advisor and Family Office Planner
Ryan Safko, CFP®, CIMA®, AWMA® is a key Advisor and dedicated Family Office Planner at Altman Advisors.

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