Altman Advisors

Overview

Altman Advisors, Inc. uses Altman Advisors as its primary business name and is registered with the SEC.¹ The firm’s principal office is in Chicago, Illinois, and its Form ADV lists no additional advisory offices.²³ Its website describes services for high net worth families, including family office services, asset management, philanthropic advisory services, and next generation services.⁴

History

The firm’s website traces its roots to 1977, when Sheldon “Shelly” Altman began the business that later became Altman Advisors.⁵⁶ The website timeline states that Ben and Shelly Altman launched Altman Advisors as an independent fiduciary multi family office in 2016.⁵ The SEC registration became effective on July 15, 2016.¹ The firm added tax planning, estate planning, and bill pay services in 2018.⁵ Its website timeline states that assets under management exceeded $450 million in 2025.⁵

Timeline

1. 1977The firm’s website traces its roots to 1977, when Sheldon “Shelly” Altman began the business that later became Altman Advisors.
2. 2016The website timeline states that Ben and Shelly Altman launched Altman Advisors as an independent fiduciary multi family office in 2016.
3. 2018The firm added tax planning, estate planning, and bill pay services in 2018.
4. 2025Its website timeline states that assets under management exceeded $450 million in 2025.

Leadership

Benjamin Altman, CFP®, is CEO and Chief Investment Officer.⁷

Sheldon “Shelly” Altman, BSME, MBA, CIMA®, Emeritus, is Chairman.⁷

Anthony Craven is Senior Family Office Associate and Director of Service & Administration.⁷

Michael Santarelli, MBA, CIMA®, is Managing Partner and Senior Portfolio Manager.⁷

Amy Weigand, CFA®, is Director of Asset Management & Portfolio Manager.⁷

George Rudawski, MSFE, MBA, CFA®, AWMA®, is Partner and Senior Portfolio Manager.⁷

Philip Gordon, PhD, AIF®, is Advisor.⁷ Elizabeth Kidd is Family Office Associate.⁷ Franca Ovando is Operations Coordinator.⁷ Ryan Safko, CFP®, CIMA®, AWMA®, is Advisor and Family Office Planner.⁷

Services

Investment management includes asset management portfolios designed around client goals, risk tolerance, and time horizon, with tax efficiency, downside protection, and multigenerational outcomes considered.⁸ The website identifies eight investment strategies.⁴

Wealth planning and tax services include a customized Financial Independence Plan addressing investments, estate matters, tax optimization, and legacy development.⁹

Estate and trust services include estate planning within the firm’s broader family office planning offering.⁵

Governance and family education services include strategic planning, family continuity, wealth preservation, governance, shared values, and rising generation education.¹⁰ The family office offering combines integrated planning, investment oversight, and multigenerational guidance.¹¹

The firm also provides philanthropic advisory services that include researching causes, establishing and growing foundations, and supporting charitable legacies.⁴

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education

Client focus

The firm says it provides asset management and family office services for high net worth families.⁴ Its website states that three quarters of clients engage across at least two generations and one third engage across three or more generations.¹⁰ The directory record lists financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.³

Investment philosophy and approach

The firm says its portfolios are tailored to each client’s goals, risk tolerance, and time horizon.⁸ It also says that tax efficiency, downside protection, and multigenerational outcomes are considered in portfolio construction.⁸

Assets and minimums

The directory record reports 13 employees and regulatory assets under management of $483,428,278 as of July 30, 2026.³ It reports 79 non high net worth individual clients with $19,854,483 and 105 high net worth individual clients with $461,471,220.³ The directory record lists percentage of assets under management, hourly, and fixed fee compensation.³

By the numbers

FAQs

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Sources

1. SEC IAPD firm summary , accessed October 23, 2026.
2. Form ADV , filing dated March 31, 2025, accessed October 23, 2026.
3. Directory record, as of July 30, 2026, accessed October 23, 2026.
4. Altman Advisors homepage , accessed October 23, 2026.
5. About Us , accessed October 23, 2026.
6. Directory record, accessed October 23, 2026.
7. Our Team , accessed October 23, 2026.
8. Asset Management , accessed October 23, 2026.
9. Family Office , accessed October 23, 2026.
10. Family Office , accessed October 23, 2026.
11. Family Office , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.