Wealth Management Tailored to You
Goal-based financial planning, tax-efficient portfolios, private investment access, comprehensive solutions, and risk management — built around the way your family actually lives.
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Private Wealth Management & Multi-Family Office
Unparalleled
Unparalleled
Wealth Management
Serving families to protect, grow, and manage their wealth — with the care, dedication and discipline of a single-family office.
Fiduciary PrinciplesYour interests come first, always
Boutique by DesignSingle-family office care, at scale
Institutional AccessDirect private investment opportunities
NationwideServing families across the country
Who We Are
A boutique family office, built around your whole financial life.
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. Every relationship begins with understanding of your goals, your family, and the responsibilities that come with significant wealth.
Our Unwavering Commitment
Three standards we will never deviate from.
01
Fiduciary Principles
Our ambition is to act in your best interest. Your best interest is deeply rooted in the recommendation we make.
02
Excellence
We set the highest bar for quality in all we do, from the research behind a portfolio decision to the clarity of the report that explains it.
03
Client Focus
We are driven to provide exceptional service and outcomes. Our financial results are in direct proportion to yours, by design.
Our Core Offerings
Two ways we serve families.
Multi-Family Office
A comprehensive range of services to manage your financial life across generations. All services are individually tailored to your exclusive needs.
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Who We Serve
Complex wealth, understood from the inside.
The families we serve rarely have a single financial question. They have overlapping ones — a business, a liquidity event, a tax position, a next generation. We are built for that.
Start the Conversation
Cultivate a trusting relationship with our exceptional team.
Every engagement begins with a conversation — no obligation, no pressure, and a candid assessment of whether we are the right fit for your family.