Holden Family Office provides investment management services on a discretionary or non-discretionary basis to individuals, high net worth individuals, trusts, family offices, and businesses. HFO also offers business services like mergers and acquisitions advisory and research. Additionally, HFO provides family office services including estate planning, education planning, insurance planning, and real estate consulting. HFO may recommend other professionals like lawyers and accountants.
Fee Structure
For investment management, Holden Family Office generally charges 1% to 2% per year of the assets they manage. This fee is calculated monthly in advance based on the average market value of your investments. There is a minimum monthly fee of $1,666.67. Fees may be negotiable.