Private Investors

Private investors may have a portfolio of assets managed by different firms along with various professional advisors and property managers. Coordinating and managing a diverse portfolio can be challenging.

Altamont provides a “virtual CFO service” to private investors on a discrete and bespoke basis. Private investors have access to a senior financial professional as Finance Director for their personal portfolio on a part time basis.

Altamont assists private investors to coordinate and manage their investment portfolios without the need to establish their own family office. Altamont acts as a “multi family office” providing family office services to a small number of private investors / families. Altamont’s service is discrete and private with a single point of contact.