Things to consider
Clients come first is the core value that drives everything we do. We believe providing a combination of wealth management services and a broad range of investment strategies through one integrated firm provides the best overall solution for our clients. This is the Freestone approach.
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Insights
2021-Q3: Economic Outlook
Welcome to Freestone Capital Management's seventh quarterly Economic Outlook.
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Financial Planning
Washington Capital Gains Tax Summary
Washington will be implementing a 7% tax on the sale or exchange of long-term capital assets beginning January 1, 2022.
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Freestone News
2021 Freestone Future Leaders Scholarship Winner: Meet Vedanth Iyer
We recently announced the five winners of our 2021 Freestone Future Leaders Scholarship and invite you to get to know these passionate young adults.
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Insights
RIA M&A Misconceptions Part 2
Selling your business is a big decision and you should feel confident that you understand the process before entering it.
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Freestone News
2021 Freestone Future Leaders Scholarship Winner: Meet Chloe Cullen
We recently announced the five winners of our 2021 Freestone Future Leaders Scholarship and invite you to get to know these passionate young adults.
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Insights
RIA M&A Misconceptions Part 1
So, you think you understand how selling your RIA works? But do you really?
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Financial Planning
On Demand Webinar: A Guide to Tax and Estate Reform
Recently proposed federal legislation including President Biden's American Families Plan and Senator Bernie Sanders' For the 99.5% Act has prompted...
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Freestone News
2021 Freestone Future Leaders Scholarship Winner: Meet Sofia Leotta
We recently announced the five winners of our 2021 Freestone Future Leaders Scholarship and invite you to get to know these passionate young adults.
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Insights
Why Are RIAs Selling
Businesses established as registered investment advisors (RIAs) are continuing to enter the financial industry at a rapid pace and growing even...
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