Founded in 1989, Holdun Family Office is an independent multi-client family office dedicated to providing discretionary asset management services to individuals, families, private corporations, foundations and endowment funds, with a heritage of sound financial stewardship. We provide our clients with a range of family office services and invests their assets in the world's leading financial markets. Our focus on quality, discipline and conservative risk management is apparent in all of our services, including investment management, estate planning and governance, tax planning, asset protection and personal concierge services.

History

Holdun has a proud heritage that can be traced back to Sir Herbert Holt, arguably one of the most successful businessmen in Canadian history. During the height of his power, the Irish industrialist controlled some 300 companies on three continents worth an estimated $3 billion at the time. He increased the Royal Bank of Canada's assets fifteen-fold during his 26-year reign as the President of the bank.

Thirteen-Fold Increase Between 1990 and 2011

The Holt/Dunn family trust was created to continue Sir Herbert Holt's legacy. Between 1990 and 2011, the value of this portfolio increased thirteen-fold under the management of Sir Herbert's great-grandson and Holdun's Co-Founder, Stuart Dunn, an impressive gain even by Sir Herbert's measure. The current portfolio managers are determined to maintain this formidable track record by closely following the investment philosophy and strategy developed by Mr. Dunn.