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How does the advisor help clients – Key Takeaways:
HOLDUN FAMILY OFFICE LLC acts as a trusted financial expert for their clients, offering personalized and comprehensive financial services, while maintaining a professional and confidential relationship. They prioritize the financial goals and needs of their clients and provide expert guidance to help them achieve their objectives.
Facts and Insights
HOLDUN FAMILY OFFICE LLC is a privately owned, multi-family office based in Montreal, Canada. They have been in business for over 40 years, managing assets for high net worth individuals, families, and institutions. The company is known for their personalized, hands-on approach to managing wealth and providing financial advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 40 years |
Financial Services Offered
HOLDUN FAMILY OFFICE LLC offers a wide range of financial services, including investment management, financial planning, tax planning, estate planning, risk management, and philanthropic services. They also provide guidance on family governance and family office services.
Client Types
HOLDUN FAMILY OFFICE LLC serves a diverse group of clients, including high net worth individuals, families, and institutions. They understand the unique needs and goals of each of their clients and work closely with them to develop personalized financial strategies.
Fees & Compensation
HOLDUN FAMILY OFFICE LLC charges a fee based on a percentage of assets under management. This fee structure aligns their interests with those of their clients, as they aim to grow their clients’ wealth over time. They do not receive any commissions or compensation from third-party products, ensuring their advice is unbiased and in the best interest of their clients.
Background
HOLDUN FAMILY OFFICE LLC was founded in 1979 by the Holdun family, who sought to manage the wealth of their extended family. Over the years, the company has expanded its services to serve a broader group of clients, while maintaining their family-oriented approach to managing wealth.
Financial Advisor Disclosures to Know
HOLDUN FAMILY OFFICE LLC prides itself on its transparency and ethical standards. They have a clean regulatory record with no disciplinary actions by any regulators. They also have a strict code of conduct and a conflict of interest policy in place to ensure they always act in the best interest of their clients.