At Holland Capital Management, we specialize in helping high-net-worth individuals and families preserve and build wealth while overcoming financial challenges. We believe that too often, a financial advisor’s focus is on growth while wealth preservation takes a back seat. We don’t agree with that approach. Instead, we help you develop both offensive and defensive strategies to build wealth carefully while also striving to protect against losses.
Common questions and concerns:
  • As your assets grow, knowing the best way to protect and invest them can be confusing.
  • With high tax liabilities, you're likely interested in finding strategies to lower your tax bill.
  • You may worry about what will happen to your wealth and how to help the next generation hold on to it and benefit from it.
Key services we provide:
  • You'll work directly with a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ professional to create a custom financial plan and investment strategy tailored to your specific needs.
  • As needed, we’ll pull in outside specialists for niche areas such as trusts and estate planning to help you get targeted advice.
  • We will coordinate and manage all aspects of your financial plan to minimize your hassles and maximize efficiency.
What can you expect?
  • You’ll receive direct attention from seasoned professionals who will help you feel more confident and informed about your money.
  • We'll always prioritize the preservation of your capital and develop defensive as well as offensive strategies.
  • Everything we do will be customized to your needs. We don't use a one-size-fits-all approach. Instead, we will employ more sophisticated strategies to make your wealth work harder for you.

Case Study

Here’s a typical example of our work with high-net-worth families and individuals. (This is a theoretical client story only to avoid privacy issues.*)
Randy and Mary are a couple aged 54 and 52, respectively. They have managed Mary’s successful family business since Mary’s father passed away. Along with significant ownership in the company, she also inherited considerable assets from her family.
They had been working with a financial advisor who primarily focused on their investments, then had worked with their CPA for financial planning. However, they do not feel they receive enough combined financial planning or assistance implementing strategies to feel secure about their assets.
Randy and Mary sought more proactive financial help, so they engaged Holland Capital Management. The couple has three children in private school, and they all lead busy lives. From the outset, we focused on understanding their vision for their future, discussing both immediate and long-term aspirations. Their primary concerns were asset protection, tax optimization, and legacy planning.
To start, we focused on building a comprehensive financial plan that helped lay out a roadmap to their goals. One primary focus was risk management. On their investments, that meant better diversification and appropriate use of defensive strategies to safeguard their extensive family assets.
As business owners, they also needed asset protection. We arranged a meeting with a trust specialist to help them determine the best way to keep their assets safe now and in the future. Once the couple chose a strategy, we helped implement it and brought in a trust administrator to manage that aspect for them going forward.
The couple also has an extensive real estate portfolio. Our team helped them review holdings and coordinate a 1031 exchange to manage capital gains liabilities.
Finally, we collaborated with their CPA to look for better tax strategies. Once those were identified, we worked with the CPA to put these in place. We also brought in an estate planning specialist to help them find the best strategy for efficiently transferring their wealth to their family and favorite charities.
Now, the couple’s wealth is receiving appropriate attention, helping them be more organized and proactive about their financial future.
*This case study is intended to illustrate the types of investment advisory services available through Holland Capital Management LLC. The examples below are hypothetical and do not represent specific facts of any individual Holland Capital Management clients. Examples are intended to be representations of our client types and services. The case studies are in no way meant to be an endorsement of Holland Capital Management as an investment adviser or as a testimonial about our clients’ actual experiences with us as an investment adviser. Case studies do not necessarily represent the experiences of other clients, nor do they indicate future performance. In fact, we do not discuss or detail performance or outcomes below because investment results always vary. The investment strategies and services discussed are not appropriate or applicable for every investor and should be considered given a person’s investment objectives, financial situation and particular needs.