Rational thinking.
Unwavering trust.
Superb expertise.
The qualities below are ingrained in our character. Rest assured we will never deviate from them.
Built to serve families the way we served one.
Holden Family Office is determined to be a leader among global investment managers and family offices for entrepreneurs, executives, owner-operators, investors, athletes, and multi-generational affluent families.
The firm was established with a genuine intention to provide exceptional service for its clients using the exact same level of care, dedication, and discipline we had when managing the comprehensive lives of a single-family office.
Our competitive advantages include an experienced team of finance professionals, rational investment ideologies, and direct access to institutional-quality private investments. Our expertise in being faithful stewards of capital, and of your lives, provides unparalleled value and a firm conviction of putting your needs first.
We invest in tandem with our clients.
We firmly believe in investing alongside the families we serve. If an investment is not attractive enough for our own personal capital, then it will certainly not be implemented in our clients’ portfolios.
We want you to take comfort knowing that our financial outcomes are in direct proportion to yours. That alignment is not a marketing position; it is how the firm is structured.
We think rationally and independently.
Our temperament is geared to never blindly follow the crowd.
We make investment decisions based on facts and reasoning, not speculation. Markets tend to reward patience and punish reaction; our process is designed to keep us aligned with a disciplined investment approach.
We are thrilled to continue to seek a thorough understanding of the global financial markets and translate that knowledge into superb long-term investment results, and meaningful relationships with our clients.
You deserve the utmost candor.
We believe our clients deserve complete transparency. We will be crystal clear in our communication and reporting, because that is exactly what we would expect if the roles were reversed.
No hidden positions. No unexplained fees. No reporting you need a background in finance to interpret.
A note from our president.
All we do, we will do heartily, as for the Lord rather than for men; to be faithful stewards in all areas of the God-given responsibilities entrusted to us.
Sean leads the firm’s investment philosophy and client relationships, carrying forward the discipline he developed managing the comprehensive financial life of a single-family office.
Sean MeunierPresident, Holden Family Office
Speak with a founder.
A candid, no-obligation conversation about your family, your goals, and whether we are the right fit.