# Wealthaven

Wealthaven is a Multi Family Office based in Hawley, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Hawley, United States
- **Region:** North America
- **Address:** Hawley, PA, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** wealthaven.com
- **LinkedIn:** https://linkedin.com/company/wealthaven

## Regulatory record

- **Reports private funds:** No

## About

Wealthaven was established in 2010 by Holly Isdale to serve as a single point of contact for families managing complex wealth needs. The firm originated from Isdale’s prior experience in finance and provides strategic oversight across external advisers. Wealthaven addresses family office creation, restructuring and governance. It covers private equity, real estate, hedge funds and philanthropic investing across North America. The firm works on succession structures and educational programs for family members but accepts no investment discretion. Holly Isdale serves as CEO of a large single family office in New York since 2019. As of April 2025 she stopped accepting new consulting clients. The firm maintains affiliations with the Family Firm Institute and the Society of Trust and Estate Professionals. Wealthaven operates without its own investment vehicles. Its model centers on coordination of external managers and internal family governance rather than direct capital deployment.

## Sectors

- Private Equity
- Real Estate
- Hedge Funds
- Philanthropy

## People

- Holly Isdale — Founder, President, and CEO

## Questions

### Who runs investment decisions at Wealthaven?

Wealthaven accepts no investment discretion. Holly Isdale coordinates external advisers on tax, estate and investment matters but does not manage assets directly.

### How does Wealthaven source proprietary deal flow?

The firm does not source deals. It focuses on governance, succession and office incubation for client families.

### Is Wealthaven structured as a single family office or does it operate more like a venture firm?

Wealthaven functions as a multi-family office providing outsourced CFO services. It does not make venture-style investments.

### Does Wealthaven participate in fund commitments or only direct deals?

Wealthaven makes neither fund commitments nor direct deals. It advises on external managers and family governance structures.

## Related profiles

- [Waymade Capital](https://altss.com/profile/waymade-capital)
- [Wealthbridge Partners](https://altss.com/profile/wealthbridge-partners)

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Last updated: 2026-08-10T15:54:10.904Z

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