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.

August 01, 2019

Happy Birthday Dad

STU'S STEW | Our Dad, Timothy Hubbard Dunn, known affectionately as T.H., would have...

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July 01, 2019

I Am Married to a B.I.T.C.H

STU'S STEW | As we approach our 50th wedding anniversary, I began reflecting on...

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May 01, 2019

Be Prepared

STU'S STEW | My main focus today, as it has been for some time, has been...

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