Haven Holdings Inc.

Haven Holdings Inc.

Haven Holdings Inc. is a single-family office registered in Puerto Rico, a location that has attracted a growing number of wealth managers since the enactment of Acts 20 and 22 (now consolidated under Act 60) in 2012. The island's territorial tax system — which exempts passive investment income from local taxation — has made it a domicile of choice for family offices overseeing portfolios of US and international assets. Haven's founding year and principal family name have not been publicly confirmed. The firm's investment strategy and asset-allocation mix are not disclosed in public records. Typical family offices in Puerto Rico with a similar profile focus on a blend of public equities, private real estate investments on the island and in mainland US markets, and alternative assets such as private credit. Without public portfolio disclosures, the specific reach of Haven's deployment is unknown. Team size and organizational structure are not a matter of public record. The firm does not maintain an active web presence or LinkedIn profile, which is unusual for a family office of any scale. No additional offices have been confirmed. As of early 2025, no significant operational events — such as new hires, capital commitments, or strategic pivots — have been reported in publicly available sources. The primary structural differentiator for Haven Holdings is its jurisdictional choice. Puerto Rico offers family offices a tax-efficient environment under Act 60, which provides a 4% corporate tax rate on export services and elimination of tax on passive income for new residents. This regulatory architecture shapes the firm's governance and cost of operations, distinguishing it from US mainland single-family offices.