Benjamin Altman
CEO and Chief Investment Officer, Altman Advisors
With a distinguished career in financial planning and asset management, Benjamin Altman, CFP®, leads Altman Advisors as its CEO and Chief Investment Officer. He strategically transitioned from a large broker-dealer structure to establish Altman Advisors, an independent, fiduciary, employee-owned Multi-Family Office (MFO). Altman Advisors excels in delivering tailored, personal, and adaptable financial solutions, offering top-tier family office and asset management services. Ben is spearheading the Friends in Israel Partnership focused on securing the financial future of Israeli citizens while investing back into Israeli society, in partnership with local organizations. His community involvement also extends beyond business through active membership in Entrepreneur’s Organization (EO), the Young Presidents’ Organization (YPO), and 18 Lions, of which he is a founding board member.
Beyond his professional achievements, Ben is a devoted family man, father of two sons, and lifelong learner with diverse interests. He is a student of languages and history, a world traveler, an avid cyclist, an open-water swimmer, a gourmet cook, and a cracking good saxophonist.
Altman Advisors
For over 50 years, the founders and their team have helped protect and grow the wealth of select clientele, building long-lasting relationships of trust across generations. Altman Advisors, established in 2016, is an MFO providing a comprehensive suite of family office and asset management services. Our services include 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. Distinguished by our rapid response and resolution commitment, we pride ourselves on delivering a multi-generational Financial Independence Plan within six months of client engagement, along with a series of monthly appointments for a proactive approach.
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.
Altman Advisors is a Registered Investment Adviser. This content is solely for informational purposes. No advice may be rendered by Altman Advisors unless a client service agreement is in place.
Business Verticals: General, Insurance, Investing, Finance
