Welcome to Patel Holdings

Patel Holdings is a distinguished private family firm with a rich history of successful investments and business ventures. Our multigenerational approach ensures long-term stability and growth across various sectors and global markets.

Our Vision

To create sustainable wealth through strategic investments and innovative business practices, while upholding our family values and contributing to global economic growth.

Investment Philosophy

Our investment approach is centered on capital preservation, generational wealth transfer, and sustainable growth. We focus on diversified asset allocation across traditional and alternative investments, with a particular emphasis on real estate, hospitality, and emerging technologies.

Family News & Updates

  • February 15, 2025
    PH Board Proposes Third Generation Leadership Integration Program
  • February 1, 2025
    Patel Family Annual Year-End Gala Celebrates Legacy of Multi-Generational Wealth Creation
  • January 20, 2025
    Q4 2024 Performance Shows 25% YoY Growth, Total AUM Reaches $350M
  • January 8, 2025
    Hospitality Portfolio Expanded with Acquisition in Tennessee-Virginia Corridor
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