Guiding Your Wealth with Precision & Care
Offering comprehensive family office services, governance, education and investment strategies for generational success.
As of April 2025, Holly Isdale is no longer accepting consulting engagements as she is fully engaged as the CEO of a large single family office. She continues to teach in several executive educational programs and speak at industry events. For information on these events please see below.
Our Wealth Management Expertise, Your Legacy
We are experts in family-held businesses, advising families on development of governance systems, as well as the educational and communications infrastructure necessary to ensure an engaged family. We work with family leadership, boards and family members to ensure their vision becomes their legacy. For families that need family office services, we can incubate your office, getting it up and running quickly, as well as working on family office governance, succession and operations in tandem with existing teams.
Family Offices
Create, restructure, or incubate family offices with strategic oversight and administrative support from our experts.
Governance and Succession
Discover the best ways to preserve your family’s financial, human, social, and intellectual capital in times of transition.
Experiential Learning
For more information on Holly’s teaching and speaking activities.
About Wealthaven: Your Family Office Advisor
As of April 2025, Holly is no longer accepting consulting clients as she is running a large single family office full time. Materials here are for information only.
Holly founded Wealthaven in 2010 to provide clients with a single point of contact to oversee their wealth management needs. Ever since then, we’ve stood as a trusted partner for families seeking to preserve and enhance their financial legacies. Our goal is to provide a comprehensive offering to help these families unlock the true nature of their wealth.