Dubbed “the Fixer” by Town and Country magazine, Holly Isdale is one of the leading financial advisors in the United States. Motivated by a desire to simplify the complex, she is a trusted advisor for several of the country’s wealthiest families and entrepreneurs, advising on their personal and financial affairs and facilitating the transfer of corporate and family control across generations.
A tax attorney by training, Holly began her career with Fried, Frank, Harris, Shriver and Jacobson in New York City, before moving to Wall Street early in her career. She developed and led the estate, financial planning and family office practices for JPMorgan, Goldman Sachs, Lehman Brothers and Bessemer Trust.
Frustrated that families were unable to obtain truly conflict-free advice despite seemingly unlimited resources, Holly began her consulting firm, Wealthaven, in 2010, advising family offices and closely held on complex transitions, succession and governance matters. As her clients began to sell off family businesses or experienced significant liquidity events from other asset sales, Holly increasingly focused on the creation and “ incubation” of family offices and private trust companies. As an outsourced CIO, Holly has placed over $8b with asset managers on behalf of clients since 2015. Holly serves on various investment committees, advisory boards and as trustee or trust protector for several families. In late 2019, Holly began working full time for a large SFO; she does maintain some of her legacy Wealthaven clients and continues to serve on external investment committees or advisory boards.