Freedom Family Office

Freedom Family Office provides personalized wealth advice and family office services, specializing in serving entrepreneurs. The company guides clients through a comprehensive process to preserve assets, build family bonds, and protect legacies. They offer a Real Estate Portal, eMoney Portal, and Freedom Opportunity Fund for investors, along with resources such as ‘23 Overlooked Tax Strategies’. Freedom Family Office publishes a blog with financial insights and market updates and provides a Life Success Map to help clients articulate and achieve their life goals. The company emphasizes values such as expertise, excellence, empathy, and entrepreneurial spirit. Their comprehensive process includes evaluating net worth, tax picture, asset allocation, and estate planning, encouraging clients to define their family motto, core values, and long-term goals. They monitor wealth through cash flow analysis, asset allocation, tax strategy, and insurance planning. The company promotes a philosophy of continuous learning and improvement and offers financial planning services including retirement planning and estate planning. Additionally, they provide downloadable resources and books on financial and business planning.