Wealth Management & Financial Services| Holdun Funds

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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.

Wealth Management Sections

Wealth Management

A comprehensive, multi-faceted approach that extends beyond traditional investments.

Private Deals

Exclusive access to private investment opportunities tailored to your needs.

Tax Optimisation

Strategies to help you minimise taxes and maximise your returns.

Succession Planning

Plan for the future and ensure your legacy is passed down smoothly.

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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Start your journey with us

Let’s explore your wealth potential.