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With a proud heritage that can be traced back 5 generations to industrialist and financier Sir Herbert Holt, Holdun is a company, bringing together 100+ years of combined expertise in the areas of family office services, wealth management, trust services, financial services and philanthropic and charitable giving advice services.
Our mission is to assist all of our clients, like we do our own family, in growing their assets, protecting existing wealth and preparing the next generation for the responsibilities they will assume in the future.
Our goals and objectives are aligned with yours, as our family money is managed the same way yours is. We walk with your family every step of the way. We walk in your shoes, selecting hand-picked specialists with a breadth of knowledge in the areas of discretionary wealth management, tax and estate planning, and asset protection for individuals, families, private companies, foundations and endowment funds.
Understanding you and your family is at the forefront of what we do. Like you, we are our own client, therefore, we have a good understanding of your requirement for privacy and confidentiality, as well as the need for continued communication and support. Our relationship with you is key and important to us, and is meant to last for generations to come, as is the premise for our businesses.
Expect us to be there every step of the way...Welcome to the Family!
Holdun, a 5th generation family business is comprised of Holdun Family Office, an award-winning international and independent Multi-Family Office, Holdun Wealth, Holdun Trust, Holt Accelerator, Holdun Corporate Services, Holdun Financial Services, Holdun Concierge Services and Forte Fund Services.
Company Details
- Employees
- 16
- Address
- Albany Financial Center, South Ocean Boulevard,suite 303,cayman Islands
- Industry
- Financial Services
- Website
- holdunfamilyoffice.com
- Keywords
- Family Office, Family Governance, Concierge Services, Philanthropic and Charitable Giving Advice, Global Reporting, Wealth Management, Trust Services.
- HQ
- New Providence, Bahamas
Holdun Questions
Holdun's website is holdunfamilyoffice.com
Holdun's LinkedIn profile is https://ky.linkedin.com/company/holdun-
Holdun has
16 employees.
View email and phone details for 16
employees at Holdun.
Holdun's industry is
Financial Services
Holdun's top competitors are
Fidectus,
The Holt Xchange,
Emblem Corp.,
Smart Investment Group Corporation,
Curu,
Owl.co,
Azora Private Solutions,
Crescendo Bahamas Ltd,
Relativity6,
Snaile Inc..
Holdun's categories are Financial Services
Top Holdun Employees
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-
Brendan Holt Dunn
Ceo, Holdun Family Office
The Bahamas, United States5mac.com, holtaccelerator.ai, holtaccelerator.net, holdun.com, holdun.ca2 +124260XXXXX
-
Fabian E. Lares
Cio - Holt Capital
Greater Toronto Area, Canada, Canada, Canada2gmail.com, jbcm.com -
Germaine Bullard
Coo At Holdun Family Office (Bahamas)…
The Bahamas, United States
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