At Holtby & Associates Wealth Management Services, we knock down traditional borders that exist among your network of professionals.

We offer an integrated approach which combines our in‐house expertise with your other trusted advisors so you can spend more time on what you value most in life.

Our family offices offers a comprehensive range of wealth management strategies tailored to the families we work with.

Portfolio Management

  • Investment Policy Statement development (IPS)
  • Strategic asset allocation
  • Integration with your family’s overall wealth management strategy
  • Strict portfolio monitoring
  • Regular performance reviews
  • Disciplined portfolio rebalancing
  • Enhanced due diligence
  • Discretionary investment capability

Tax Planning

  • Philanthropic vision development
  • Capital gain strategies
  • Charitable giving
  • Tax-effective gift structuring
  • Estate planning
  • Collaboration with your trusted tax advisor
  • Integration with your family’s overall wealth management strategy

Family Continuity

  • Family business succession planning
  • Family legacy planning
  • Effective gifting strategies
  • Intergenerational asset planning
  • Health and legal guidance (Power of Attorney, etc.)

Family Governance

  • Family goal alignment
  • Conflict mediation
  • Inheritance planning
  • Equitable decision making
  • Business leadership transitioning
  • Community involvement
  • Next generation financial education

Integrated Planning

  • Family asset overview
  • Ownership considerations
  • Financial planning
  • Will & Estate consulting
  • Personalized portfolio structuring

Risk Management

  • Corporate planning
  • Portfolio diversification
  • Detailed reporting and transparency
  • Downside protection
  • Insurance strategies
  • Family communication