UNPARALLELED
WEALTH MANAGEMENT
Comprehensive Family Office
Serving Families to Protect, Grow, and Manage Their Wealth
Our Unwavering Commitment
Fiduciary Principles
Excellence
We set the highest bar for quality in all we do
Client Focus
Driven to provide exceptional service and outcomes
Who We Serve
Executives, Investors, Athletes
Entrepreneurs & Business Owners
Affluent Families
Holden Family Office is a Boutique Family Office and Private Wealth Management firm serving Entrepreneurs, Executives, Owner Operators, Investors, Athletes, and multi-generational affluent families across the nation. We are dedicated to providing you with the highest level of expertise so you can pursue what matters most to you.
Our Core Offerings
Wealth Management Tailored to You
Goal-based financial planning, tax-efficient portfolios, private investment access, comprehensive solutions, and risk management.
Multi-Family Office
Comprehensive range of services to manage your financial life across generations. All services are individually tailored to your exclusive needs.
