Holdun Family Office, LLC

Overview

Holdun presents itself as a multigenerational family office serving individuals and families through bespoke wealth management and related financial services. The firm says it manages its family’s money alongside client assets.¹²

History

Holdun traces its heritage to Sir Herbert Holt and describes its legacy as spanning five generations.³

Leadership

Brendan Holt Dunn is Holdun’s chief executive officer and a fifth-generation descendant of Sir Herbert Holt.³

Services

Holdun combines investment management, tax planning, succession planning and legacy planning around each family’s goals. Its private-market opportunities include private equity, direct real estate, private credit and venture-capital investments.¹

The firm also lists discretionary wealth management, investment funds, corporate services, concierge services, immigration support, Bahamas government services and property management.³

Holdun’s Form CRS describes wealth management as financial planning combined with portfolio management. The firm offers these services on discretionary or nondiscretionary terms.⁴

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Administration and bill pay
• Private and alternative investments

Client Focus

Holdun serves individuals and families seeking coordinated wealth management and family-office services. Its offering is designed to connect investment decisions with tax, succession, legacy and broader family objectives.¹²

Approach

Holdun describes an approach in which it uses its own capital first and aligns family and client interests through shared investment exposure.²

Assets and Minimums

Holdun’s Form CRS dated February 23, 2023 stated that the firm generally required a $1,000,000 minimum account relationship, subject to waiver at its discretion.⁴

A Form ADV filing dated November 1, 2024 identifies Holdun Family Office LLC as an SEC-registered investment adviser with CRD number 300709 and SEC file number 801-115046.⁵

FAQs

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Sources

1. https://www.holdun.com/
2. https://www.holdun.com/home/
3. https://www.holdun.com/our-history-about-us/
4. https://www.holdunfamilyoffice.com/wp-content/uploads/2025/02/Holdun-Family-Form-CRS-02-23-2023.pdf
5. https://reports.adviserinfo.sec.gov/reports/ADV/300709/PDF/300709.pdf

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.