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Invest in
your legacy
We have built and protected our family wealth
for generations. Now let us do the same for you.
Bespoke wealth management for individuals and families
How we can help
Meet your personal financial problem solvers
We believe wealth is multi-dimensional and goes beyond investments. Our approach addresses all your investment, tax, and succession planning needs, giving you peace of mind to focus on what matters most in life.
Our solutions for your unique financial needs
A tailored approach addressing your financial goals, integrating your lifestyle, values, and long-term legacy planning.
A visionary enterprise
Holt Digital
In an uncertain yield environment, a 60/40 portfolio is no longer sufficient. We diversify and protect your wealth with alternative assets like Private Equity, Direct Real Estate, Private Credit, and direct VC opportunities.
Private Investments
Holt Capital
Access exclusive private market investments with Holt Capital—tailored for discerning investors seeking growth opportunities. Our bespoke opportunities span across key sectors, offering unparalleled growth potential and diversification.
Enhance your modern portfolio beyond stocks and bonds
In an uncertain yield environment, a 60/40 portfolio is no longer sufficient. We diversify and protect your wealth with alternative assets like Private Equity, Direct Real Estate, Private Credit, and direct VC opportunities.
Unmatched alignment of interests
“When we explore investment opportunities, our money goes in first. We take the risk before putting our clients’ money in, ensuring we have skin in the game. This approach creates a unique alignment of interests, safeguarding your investments with our own.”
CEO | Holdun Family Office (Bahamas) Ltd.
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Let’s explore your wealth potential.