| While reviewing a seemingly infinite array of available financial strategies, individual investors today are additionally faced with the overwhelming complexity of tax and estate law, all of which pose a myriad of possibilities and potential pitfalls. As a result, some investors hire an unnecessary abundance of advisors: tax advisors, estate planning experts and investment managers. As fees begin to mount, investors often struggle to manage the results, spending much time and effort communicating with a growing list of advisors in overlapping areas of expertise.
The Holben Group, LLC offers a streamlined solution to this encroaching-advisor dilemma.
Our History
Since 1945, when Dale Holben opened what would become a prominent Denver accounting firm, strict attention to client need has driven the company to its present-day legacy. In 1962, Bill Holben, current Managing Director of The Holben Group, joined his father at the CPA firm, which has evolved into Holben Hay Husman CPAs. By 1970, Bill had taken a leadership role in the respected CPA firm. After Dale passed away in 1985, Bill went on to guide the firm to regional status: the Denver Business Journal consistently ranks Holben Hay Husman among the largest CPA firms in Colorado, a distinction proudly held for more than 15 years.
The firm has grown steadily during this period, serving upper-echelon investors; company owners seeking mergers, acquisitions and "harvest cycle" liquidations; and wealthy families looking for management of multi-generational trusts. In fact, many Holben Hay Husman clients have been with the firm for over 25 years, with some on its client roster since the very beginning...more than 60 years.
Individual and corporate clients in medicine, financial services, construction, the automotive industry and commercial/industrial and residential real estate continue to rely on Holben Hay Husman tax planning, accounting and financial advisory services. And in recent years, increasing numbers of high-profile individual investors have become loyal Holben, Hay & Husman customers.
Where We Are Today
With persistent client demand calling for more complete financial management assistance, we have followed a natural transition to the creation of The Holben Group. Co-managed today by Bill Holben and his son Jeff, The Holben Group was formed with two outstanding careers in the upper echelons of professional financial services.
Bill has decades of experience managing a prestigious Colorado CPA firm. Jeff earned an MBA with High Honors from the University of Notre Dame and forged a notable career of his own, directing investments, mergers and acquisitions, and raising capital and private equity for several local area corporations.
The Holben Group answers a fast-rising trend coupled with the respected profession of the CPA firm's heritage. Since the 2000-2001 market debacle, more and more high-end investors have turned to stalwart, disciplined professionals for the reliable planning and management of their investments. All of which begins with expert tax and financial master planning by veteran CPA Bill Holben, and superbly qualified strategic implementation by former corporate Chief Financial Officer Jeff Holben.
Bill Holben notes, "After countless client requests, my son Jeff and I have carefully researched and planned the creation of The Holben Group - utilizing our thoughtful approach in combination with our unique capabilities and experience. We are confident that we answer a growing trend in our profession and that the Holben Group is a natural and essential transition for us to continue to excel in our industry."
The Holben Group remains equally true to the traditional nature of the CPA firm's professional legacy. Jeff Holben concludes, "We continue to serve businesses, individuals, and multi-generational family trusts that involve more sophisticated professional advice for estate and wealth management - especially when long-term and complex tax planning is required." If you have questions or uncertainties concerning your financial future in any of these critical areas, it is essential for us to sit down and examine potential issues today...before costly delays adversely affect the financial outlook of your tomorrow. |