welcome to the family

Holdun Family Office serves high net worth families who want to preserve their wealth across generations. Let us help you make smart, safe investments for a promising future.

A legacy worth noting

We’ve been taking care of our family for over five generations. Through that time, we’ve accumulated a wealth of knowledge and industry experience. Today, we’re proud to say that on our team we have 100+ years of combined expertise, all under one roof.

Why Holdun is different

You know what they say: every family is unique. Holdun Family Office is a different kind of financial services experience. We invest your money like we do our own; in fact, we are our own biggest client. We go to great lengths to ensure you benefit from the same success as we do.

The Holdun Value

PROVEN SUCCESS

5 generations of family knowledge = 300+ years of combined experience.

ALIGNED INTERESTS

Our clients are treated like family.

GLOBAL APPROACH

Small family, big visions… investing globally and intelligently.

ATTENTIVE SERVICE

Detailed planning and guidance. Showing you the way…

Services for your future

Building a successful family wealth strategy is like building a strong home. From reporting to concierge services, we have all of the building blocks you need for your future.

Read our latest newsletters on the Holdun blog.

May 01, 2018

Speak Clearly

I have always enjoyed trying to learn a new language and have encouraged my children to also do so. We have managed to embrace French having grown up in Quebec and my wife is German, but that is a tough nut to crack (the language, not my wife). We tried Spanish, but don’t spend enough […]

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April 26, 2018

HOLT FINTECH ACCELERATOR:  A NEW PROGRAM TO UNLEASH FINTECH STARTUP POTENTIAL

Holt Fintech Accelerator - With more than 100 years of family investment experience, Holdun is pursuing its legacy by encouraging those building the future.

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April 01, 2018

Back on The Rollercoaster

My 5-year-old twin grandsons encouraged me to go on the Thunder Mountain rollercoaster ride...

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