
PERFOMANCE
Wealth Management
Your assets, your strategy
Holistic financial solutions for every stage of life
Strategically structuring, preserving, and systematically increasing wealth requires vision, experience, and a deep understanding of your life's realities. As a multi-family office, we support you at the highest level – personally, independently, and with foresight. Whether you want to secure your family assets, structure international investments, or manage a cross-generational succession: We develop holistic wealth management strategies aligned with your goals, values, and lifestyle.
DETAILED WEALTH MANAGEMENT SERVICES
Asset allocation
Fee-based financial investment advice
Asset controlling & reporting
SERVICE
Family Office Services
Your wealth deserves excellence.
Foresight. Security. Sustainability.
Our services offer you transparency, control and a sustainable strategy that integrates seamlessly into your life and your business vision.
Your assets deserve management that will last not only today, but also for decades to come.
DETAILED FAMILY OFFICE SERVICES
Succession planning
Coordination of tax and legal aspects
Philanthropy & Foundation Consulting

SERVICE
Management consulting
Strategic foresight for sustainable success
Assets & companies in perfect balance
Every company goes through phases of growth, transformation, and change. The key to long-term success is a financial strategy that intelligently combines business and personal wealth goals.
Whether it is capital raising, succession planning or a strategic company sale – we support you with a holistic, independent consulting approach that goes far beyond traditional management consulting.
DETAILED BUSINESS CONSULTING SERVICES
BAFA-Consulting
Due Diligence
Raising capital
Business management consulting
OUR CLIENTELE
Why HOLON?

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