At Holdun, we offer a variety of services and solutions to our clients.  We work with each individual client to assess their unique circumstances and propose a specific mandate and set of solutions that best meets their needs.  We pride ourselves on delivering an exceptional level of client service and offer a comprehensive range of family office solutions. Our confidential, proactive management of financial and personal affairs includes:

• Integrated management of estate planning, investments, philanthropic planning, foundation management, life insurance analysis, debt structure and analysis, tax return preparation, real estate management, family business advisory and facilitated family meetings
• A comprehensive assessment of financial goals, along with customized solutions and strategies
• Objective financial advice and creative solutions to financial issues
• Multigenerational planning and access to ongoing education and financial training
• Access to a wide array of traditional and alternative financial products
• Risk management and asset protection advice, policies and procedures
• Coordination of “best of breed” external providers and negotiated cost savings (e.g. selecting and monitoring investment managers, trust services, insurance providers, etc.)
• Comprehensive and regular performance reporting

In addition, we provide traditional personal concierge services to our clients including:

• Travel planning, vacation planning and rentals, and key date reminders
• Accounting services, personal bookkeeping and bill payment services
• Document Management and Recordkeeping
• Cash management and personal financial statement preparation

Our staff is always available to answer your questions, review your portfolio and do everything possible to set your mind at ease. We address your individual needs or concerns, no matter how large or small.