Family Office Advisory Services

Holden & Partners provides tailored family office advice, helping high-net-worth families manage and preserve wealth across generations. From investment strategies to succession planning, we offer independent, bespoke solutions designed to meet your family's unique financial needs.

Get in touch

What is a family office adviser?

Managing wealth across generations requires a holistic and structured approach. At Holden & Partners, our family office advisory service is designed to help high-net-worth families achieve their financial goals while ensuring continuity and growth for future generations.

We provide independent advice on all aspects of wealth management, including investments, tax planning, philanthropy, and succession planning. By taking the time to understand your family’s values and objectives, we create bespoke strategies that address both short-term needs and long-term ambitions.

Our services are comprehensive, bringing together expertise in financial planning, investment management, and governance. Whether you’re looking to preserve wealth, diversify investments, or establish a legacy, we provide the clarity and support needed to make informed decisions.

With Holden & Partners, you’ll gain a trusted partner dedicated to securing your family’s financial future.

Find Financial Advisers Near You

View All Locations

Expert family office advice

Define a clear vision and governance structure
Successful wealth management starts with a shared vision among family members. Defining clear objectives for your wealth ensures alignment and helps avoid potential conflicts. A governance structure, such as a family constitution or regular family meetings, provides a framework for making decisions and managing responsibilities.
Focus on tax efficiency and risk management
Tax planning is a cornerstone of family wealth management. We can help you with careful structuring to avoid unnecessary tax liabilities that erode wealth over time. We advise on minimising inheritance tax, using trusts, and exploring tax-efficient investments to preserve family assets.
Risk management is equally important. Diversifying investments across asset classes, geographies, and industries can protect wealth from economic volatility. Our advisers will work with you to develop a balanced strategy that aligns with your risk tolerance and financial goals.
We are regulated by the Financial Conduct Authority (FCA), and are Chartered with the Chartered Institute of Insurance, ensuring we act in the best interests of clients, avoid conflicts of interest, and adhere to strict professional standards. As independent advisers, we prioritise your best interests and are not tied to specific financial products or providers.

Plan for succession
A smooth transition of wealth and responsibilities to the next generation requires early and thoughtful planning. Succession planning involves more than just transferring assets – it’s about preparing future generations to manage wealth responsibly.
We help families create structured plans that address both the financial and emotional aspects of succession. These include providing financial education for younger family members, identifying suitable trustees, and ensuring legal documents such as wills and trusts are in place. Early planning reduces uncertainty and fosters confidence that your legacy will be honoured.

Importance of a family office adviser

At Holden & Partners, we first want to help you achieve clarity in your objectives, both over the short and longer term. This will enable us to define and execute a strategy that preserves the family’s wealth and legacy through the generations.

We often work alongside other professional partners, such as lawyers and accountants. The idea is to bring all of the pieces of the puzzle together to make the most informed decisions and bring clarity to your family’s situation.

As with our investments, many of our clients value our strategic approach to philanthropic endeavours to maximise impact. We will support you in building the correct structure, to maximise the tax efficiency of any charitable gifts.

Why choose Holden & Partners?

Holden & Partners puts you first, building lasting relationships that span generations. As Chartered Financial Planners, we provide independent, tailored advice supported by a highly qualified in-house team.

Formed more than 20 years ago with sustainable principles at our core, and as a B Corp, we are committed to making a positive impact for people and the planet.

Our award-winning service includes transparent fees and investment portfolios aligned with your goals and values, whether conventional or sustainable. We are proud of our consistently high client ratings and we always offer a complimentary initial meeting so that you can be sure we are the right adviser to help you plan your financial future with confidence.

Book a video call

Interested in Becoming a client? Book a 30-minute video call and we'll answer all your questions.

Book a video call

Request a callback

Our Financial Planners are ready to help, Just let us know your name, number and the best time to call.

Request a callback

Email us

Just leave your name, email and a short message, and one of our Financial Planners will be in touch.

Email us