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Altfest Personal Wealth Management Overview
Type
Family Office - Multi
Year Founded
1983
General Information
Altfest Personal Wealth Management is a multi-family office headquartered in New York. Founded in 1983 by Lewis J. Altfest, its wealth originated from the family’s fee-only investment advisory business, which expanded into serving other high-net-worth families. The firm combines discretionary portfolio management with comprehensive tax, estate and philanthropic planning, drawing on in-house CFPs and CFAs to guide generational capital—deploying evidence-based strategies across liquid markets and select private funds.
Contact Information
Website:
Website:
https://www.altfest.com/
Year Founded:
1983
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
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