Investment solutions aligned with your goals.
Custom-built portfolios, tax-aware planning, and institutional private market access — tailored to one family at a time.
Wealth management and planning, in one place.
At Holden Family Office, we focus on building and managing custom-tailored portfolios based on the unique goals and needs of each of our clients.
Personal attention and service are the hallmarks of our firm. We take the time to get to know each client and their family in order to develop a portfolio that meets their specific needs. We were formed with a commitment to providing quality wealth management services that help our clients reach their financial goals.
Our vision is to be the preeminent global family office and wealth management firm, offering unparalleled service and support.
Methods for growth, minimized risk, and active navigation through market vicissitudes.
Publicly Traded Securities
Liquid portfolios built on evidence and reasoning, not forecasts.
- Risk control at the portfolio and position level
- Tax-efficient tactics, including loss harvesting and location
- Innovative strategies suited to your mandate
- Proprietary, in-depth research
Private Investments
Direct access to institutional-quality opportunities not typically available to individual investors.
- Appealing internal rates of return
- Unique opportunities sourced through our network
- Risk mitigation through structure and diligence
- Genuine diversification away from public beta
Built to survive the years that matter.
Most portfolios are not undone by the years they gain less — they are undone by the years they lose too much. We construct around that reality: position sizing, concentration limits, liquidity planning and tax awareness are decided before they are needed, not during a drawdown.
Your allocation is documented, explained in plain language, and reviewed on a schedule you can count on.
Six steps, every relationship.
A disciplined sequence that produces a written plan — and a clear view of where you stand at any moment.
Comprehension of your goals and necessities
We start by understanding your family, your obligations, your time horizon, and what you actually want your wealth to accomplish. Nothing is recommended before this is complete.
Establishing a thorough plan
A written plan connecting your goals to a specific allocation, funding strategy, and set of decisions — not a generic model portfolio assigned by risk score.
Tax and risk management
Tax-efficient positioning, concentration management, insurance review, and asset protection — coordinated directly with your CPA and attorney so nothing falls between advisors.
Reporting and performance measurement
Consolidated, transparent reporting across every account and entity, so you always know exactly where you stand and why.
Educating the next generation
Preparing heirs to receive wealth responsibly, at a pace and in a format that fits your family’s culture rather than a standardized curriculum.
Philanthropic mission
Structuring giving so it is tax-aware, durable, and genuinely reflective of what your family cares about — whether through a donor-advised fund, foundation, or direct gifting.
Ready for a complimentary review of your investments?
We will look at what you hold, what it costs you, and what it is actually designed to do — then tell you plainly whether a change is warranted.