Founded in 1924 in Montreal, Canada, by the financier Sir Herbert Holt, Holdun Family Office has a long history of serving ultra-high-net-worth families. The firm's mission is to provide bespoke wealth management solutions focused on capital preservation, inter-generational wealth transfer, and long-term growth. It operates as a multi-family office, offering a comprehensive suite of services that includes discretionary investment management, trust and estate planning, and corporate services, tailored to the unique needs of each family it serves.

Founded in

Canada