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


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


Our clients are treated like family.


Small family, big visions… investing globally and intelligently.


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.

November 01, 2019

On the Rock

STU'S STEW | Christa and I had planned a trip to Newfoundland in September with another couple, neither of whom...

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October 01, 2019

Two Forces of Nature

STU'S STEW | Hurricane Dorian’s destructive force has completely devastated the Bahamas, in particular the...

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September 30, 2019

Climbing a Wall of Worry

QUARTERLY COMMENTARY | While the third quarter had its share of fits and starts, global stocks still managed to...

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