Join Freestone
Long-Term Growth for You and Your Clients Begins Here
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Tailor Services for HNW & UHNW Clients
A planning-led approach that integrates tax, estate, philanthropy, and insurance strategies, powered by technology and guided by in-house expertise.
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Leverage a Proven Investment Approach
An 18-person in-house investment team managing traditional asset classes and drawing from a 25-year track record in alternative fund management.
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Control of Your Business
Discretion to manage client relationships supported by Freestone's investments, wealth planning, back office and client service teams.
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Equity (with real value)
80% of established advisors maintain an equity ownership stake.
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Accelerate Your Growth
$94MM new client assets per advisor (3-year average).
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Firm-established Referral Channels
44% average new business from firm generated referrals.