Holbrook Global Strategies

Holbrook Global Strategies

Holbrook Global Strategies was founded in 2003 and is headquartered in Palo Alto, California. The firm operates as a registered investment advisor, managing capital for individuals, families, trusts, foundations, and pension plans. Its client base skews toward taxable investors with complex cross-border needs, a niche that demands fluency in both US and international tax treaty structures. The firm runs discretionary separate accounts rather than commingled funds. Its investment approach blends global equity mandates with fixed-income and alternative allocations. Holbrook constructs concentrated, custom portfolios that often incorporate direct indexing overlays — a structure that lets clients harvest tax losses at the individual-security level while maintaining exposure to broad market factors. The firm also executes private-market access through fund commitments and direct co-investment vehicles, though it does not publicly detail specific manager relationships. Its geographic focus spans North America and Western Europe. Holbrook operates as a lean organization, with a professional staff drawn from private banking, trust, and estate planning backgrounds. The firm maintains a single office in Palo Alto. It does not disclose total assets under management or deployment figures, consistent with the practice of many privately held RIAs serving ultra-high-net-worth families. No adjacent philanthropic vehicles, club memberships, or operating businesses are publicly associated with the firm. Structurally, Holbrook sits at the intersection of wealth management and family-office services without being a family office itself. Its multi-custodial architecture and avoidance of proprietary products differentiate it from bank-affiliated wealth managers, while its tax-centric portfolio construction separates it from asset-gathering RIAs that default to model portfolios. The firm's governance and succession planning are not publicly detailed.