Altman Advisors
Overview
Altman Advisors is a multi-family office based in Chicago, Illinois, offering a range of financial services to high-net-worth families. The firm specializes in investment management, financial planning, and family office services, focusing on wealth preservation and growth across multiple generations. Established in 2016, Altman Advisors combines in-house asset management with concierge family office services, delivering disciplined portfolio oversight and generational wealth solutions. The firm employs a comprehensive process that includes discovery, integrated planning, and implementation of financial independence plans tailored to each client's unique needs. With a strong emphasis on personalized service, Altman Advisors engages with clients across multiple generations, aiming to build enduring financial legacies. The firm's investment strategies are designed to maximize returns while managing risk, utilizing a diversified approach that spans various asset classes and investment stages.
Investment Focus
- High-net-worth individuals and families seeking comprehensive financial services
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Altman Advisors
What sectors does Altman Advisors invest in?
Altman Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Chicago, Illinois, United States. Altman Advisors is listed as a family office in the ConnectSafely investor database.
What stage does Altman Advisors invest at?
Altman Advisors backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Altman Advisors invest in?
Altman Advisors invests across United States.
Who are the partners at Altman Advisors?
Team members listed for Altman Advisors include Sheldon Altman (Founder and Chairman) and Benjamin Altman (CEO and Chief Investment Officer).
What companies has Altman Advisors invested in?
Altman Advisors's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact Altman Advisors?
Altman Advisors's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
