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Holden Family Office

EST. AUM
$39,903,394

CONTACTS
2

CLIENT ACCOUNTS
135

Firm Details

Metro area Miami
CRD Number 324597
Website holdenfamilyoffices.com
Client types

Overview

Holdun Family Office is a premier wealth management firm dedicated to addressing the complex financial needs of affluent families and individuals. The firm’s mission is to provide bespoke financial solutions that ensure the preservation and growth of wealth across multiple generations. Holdun Family Office offers a comprehensive range of services, including investment management, estate planning, tax advisory, and philanthropic consulting. The firm is committed to building deep, enduring relationships with clients, characterized by trust, transparency, and a profound understanding of their unique financial goals and values. By adopting a holistic approach to wealth management, Holdun Family Office ensures that every aspect of a client's financial life is seamlessly integrated and aligned with their overall objectives.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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