Turnpage

Please visit our sponsors

RSS Feed
 

Current News & Press

 

Advertisement

The Bahamas Investor

News & Press Archives

 
The Bahamas Investor on facebookFollow The Bahamas Investor on TwitterSubscribe to RSS feeds from The Bahamas Investor
HOME > 
News & Press > 
Holden Family Office expands into US

Holdun Family Office, a 5th generation Canadian family with offices in Montreal, The Bahamas and The Cayman Islands, has announced the launch of Holdun Family Office LLC in Miami, Florida. Holdun views the establishment of their most recent wealth management firm as a major expansion into the US. 

Source:
Date:
Updated:
Holdun Family Office
Wednesday, July 24, 2019
Wednesday, July 24, 2019

MIAMI BEACH, Fla.–(BUSINESS WIRE)–Holdun Family Office, a 5th generation Canadian family with offices in Montreal, [The] Bahamas and The Cayman Islands, is pleased to announce the launch of Holdun Family Office LLC in Miami, Florida. Holdun views the establishment of their most recent wealth management firm as a major expansion into the United States.

Global CEO Brendan Holt Dunn [pictured] of Holdun Family Office commented, “Our extensive family history has served us well in managing our client relationships worldwide. We are looking forward to working in partnership with our new U.S. families and bringing our expertise to the domestic U.S. market.”


Joining Holdun Family Office in Miami will be a team of professionals with over 100 years of banking experience including Michael Blank Esq. President, Giuseppe Mazzeo Chief Investment Officer, Marc Bonorino Head of Global Compliance, Ileana Torruella and Adilia Lugo as Senior Relationship Manager.

Stuart Dunn, Chairman of Holdun Family Office states, “The guiding principles of our family which comprise of honesty, integrity and accountability are never compromised. We pride ourselves on our ethics which is reflected in client loyalty.”

The Holdun vision and services includes: Family Office Services , Wealth Management, Trust and Corporate Services, Financial Services, Concierge Services and a full digital financial platform and ecosystem operating under the Holt brand.

The office is located at:
555 Washington Ave., Suite 320
Miami Beach, FL 33139
Tel : 305-501-6999
Web : www.holdun.com

The board of directors of the Society of Trust and Estate Practitioners Bahamas, paid a courtesy call on Minister of Financial Services, Trade and Investment and Immigration Elsworth Johnson, July 22, 2019.

The Central Bank of The Bahamas has released its Monthly Economic and Financial Development Report for June. Read the full report here.

The Bahamas Investor
Administrative Links
  


  © 2019 ETIENNE DUPUCH JR PUBLICATIONS LTD