Andrew Altfest

Andrew Altfest, president of Altfest Personal Wealth Management and second-generation leader, shares insights on navigating a family-owned advisory business. He discusses how his parents' values influenced his career choice and the unique dynamics of family firms. Andrew reveals the firm's R&D focus, investing in technology like AI planning tools to enhance client services. He emphasizes a tech-enabled approach to wealth management and adapting to serve younger clients effectively, highlighting flexible digital communication methods.