Working with Our Family Office

Clients of Holden Family Office experience something truly unique: a team dedicated to their success that isn't motivated by gathering more assets or selling them products. Our fee approaches are tailored with flexibility, and we always strive for the best possible return on investments - never sacrificing your long-term security in exchange for short term gains.

You can rely on Holden Family Office to provide a single source of reliable truth for your financial information, making it easier and more efficient than the traditional approach. Our comprehensive reporting services deliver an in-depth view of all your assets and liabilities by consolidating multiple managers, statements, liquid and illiquid assets, and complex Excel models into one user-friendly system that displays your family picture exactly as you need to see it – whether online or printed out reports. With our support, you are free from stressing over tracking assets and liabilities across various mediums; we handle this with ease so you can focus wholly on reaching your goals.

Holden Family Office proudly offers families an exclusive option of alternative investments. We are highly trained to provide expert advice on private opportunities so that our family office clients can make informed decisions and avoid investing in unsuitable prospects. Holden Family Office is also happy to work alongside our clients by providing thorough evaluations of investment options presented to us, helping them find the right fit for their financial goals - even if sometimes it means saying no!

We strive to provide a delightful and enriching experience for our family office clients. We offer the highest caliber of administrative service so that they can enjoy their wealth with ease - leaving more time for living life fully! For those looking to streamline their lives further, we offer concierge-type services such as bill pay, arranging travel, managing real estate, providing access to exclusive events and experiences, consolidated financial reporting, household, and yacht staffing.

We understand that for family office clients the future of their loved ones is paramount. That's why our team provides dedicated education and counseling services to ensure any potential generational wealth remains in good hands. We serve as a trusted source while providing guidance on smart financial decisions - all with your long-term aspirations at heart. From family meetings to individualized counsel, we will help you secure your legacy.

Holden Family Office, we help families of wealth turn their philanthropic visions into a reality. Through thoughtful consultation and strategic guidance, our team helps families explore charitable giving that aligns with their core values and recognizes the full potential of their immense generosity. Whether it's through major gifts or establishing a private foundation, we're here to make sure your family’s commitment is given its due diligence - turning everyday concerns into meaningful change in communities around the world.

We deliver practical and customized strategies to help CEO Founders, Entrepreneurs, and families maximize their wealth potential. Our advisors work closely with your legal counsel, or with counsel from our network, to craft an estate plan that protects you now while ensuring lasting legacies for future generations. From trust implementations to pre-liquidity transactions and asset protection tools, our expertise helps give peace of mind in the face of life’s ever-changing challenges.

At Holden Family Office, we offer the unique opportunity to access a multi-family office structure tailored specifically for your family. Our firm is there to help you with estate planning and long-term goals without charging billable hours until new documentation is needed by attorneys. Our goal is to provide you the superior service levels of a single-family office without the hassle and costs of building and managing your own.