Each client of Altfest has a team of trained and caring professionals working for him or her. In this way, you benefit from having both generalists and specialists working as a team to meet your needs. We also will coordinate solutions with your other advisors or, if you prefer, can help you select from an established network of expert professionals such as attorneys and accountants. There, too, you are not abandoned as we monitor outside relationships to make sure all is well.
While each person on the team will be familiar with you, one person will be assigned as your special relationship manager.