Maggie Dunphy's Contact Details

Maggie Dunphy's Company Details

Holdun Family Office

Montreal, QC, CA • 20 - 49 Employees
Financial Services

With a proud heritage that can be traced back 5 generations to industrialist and financier Sir Herbert Holt, Holdun is a company, bringing together 100+ years of combined expertise in the areas of family office services, wealth management, trust services, financial services and philanthropic and charitable giving advice services.Our mission is to assist all of our clients, like we do our own family, in growing their assets, protecting existing wealth and preparing the next generation for the responsibilities they will assume in the future. Our goals and objectives are aligned with yours, as our family money is managed the same way yours is. We walk with your family every step of the way. We walk in your shoes, selecting hand-picked specialists with a breadth of knowledge in the areas of discretionary wealth management, tax and estate planning, and asset protection for individuals, families, private companies, foundations and endowment funds.Understanding you and your family is at the forefront of what we do. Like you, we are our own client, therefore, we have a good understanding of your requirement for privacy and confidentiality, as well as the need for continued communication and support. Our relationship with you is key and important to us, and is meant to last for generations to come, as is the premise for our businesses.Expect us to be there every step of the way...Welcome to the Family!Holdun, a 5th generation family business is comprised of Holdun Family Office, an award-winning international and independent Multi-Family Office, Holdun Wealth, Holdun Trust, Holt Accelerator, Holdun Corporate Services, Holdun Financial Services, Holdun Concierge Services and Forte Fund Services.