Holdun Family Office, a 5th generation Canadian family with offices in Montreal, Bahamas and The Cayman Islands, has opened its first US Office. Located at 555 Washington Ave., in Miami Beach, and lead by industry veteran and former Managing Director of Andbank, Michael Blank, the new office is considered by the firm, “as a major expansion into the United States.”
Joining Holdun Family Office in Miami will be a team of professionals with over 100 years of banking experience. It includes: Giuseppe Mazzeo as Chief Investment Officer, Marc Bonorino as Head of Global Compliance, as well as Ileana Torruella and Adilia Lugo, as Senior Relationship Managers.
Global CEO Brendan Holt Dunn 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.”
Stuart Dunn, Chairman of Holdun Family Office added: “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.