We advise families on strategy, investment and succession.

We work hard to offer an outstanding, bespoke service with an unequalled alignment of interests.

Strategy

What do we mean by strategy? The world is complicated. We are here to share our own families’ personal and practical experiences of different jurisdictions, institutions, professionals, markets and investments.

We have faced many of the same issues as our clients and we want you to have the benefit of everything that we have learned.

Investment

Holbein is about more than just managing money but we must get our approach to investment right. Our partners are clients too, protecting our own portfolios alongside yours.

We feel that we have an intelligent and flexible investment proposition, driven by experienced partners and clients, investing together.

Succession

We founded the firm to ensure our families’ legacies pass safely down through the generations with effective succession planning. This is a delicate task and we have personally witnessed what works and what doesn’t.

We offer a platform that is based on sound governance and reporting, one that will last. With our first-class network of specialist external advisors around the world, we are a real family office.