Freestone Insights
Empowering our clients with insights and resources from our team of financial advisors, partners, and wealth management thought leaders.
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Financial Planning / Technology Professionals
What Is a Private Company Tender Offer? A Guide for Employees
If you work at a private company, equity compensation may represent a meaningful portion of your total wealth. However, unlike public company stock, p
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Investments
Navigating Uncertainty: Oil Shocks, Volatility, and the Case for Staying Invested
The first quarter of 2026 was defined by a single, jarring event: the outbreak of conflict between the United States and Iran. Oil prices surged. Inf
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Financial Planning
Washington State Estate Tax Rollback: What High-Net-Worth Families Need to Know
Washington State is officially rolling back the estate tax rate increases passed in 2025. Legislation signed by Governor Ferguson restores the prior e
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Freestone News
Erik Morgan Named to Barron’s 2026 Top Financial Advisors List, Ranked #3 in Washington
Freestone congratulates Managing Partner and Client Advisor Erik Morgan and his team for being named to Barron’s 2026 Top 1,500 Financial Advisors lis
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Financial Planning
Washington State Millionaires Tax: What High-Income Families Should Know
All information below reflects legislative developments as of March 13, 2026. Because this is a rapidly evolving landscape, changes occurring after th
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Financial Planning / Technology Professionals
Six Smart Financial Moves to Make Before Your Company’s IPO
For many employees, an IPO creates an opportunity – but also comes with complexity. Decisions made in a short window can have long-term financial cons
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Investments
Markets in 2025: Resilience, Fundamentals, and the Power of Diversification
Markets entered 2025 amid no shortage of uncertainty. Trade disruptions tied to “Liberation Day,” geopolitical shocks, and persistent inflation concer
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Technology Professionals
From Concentration to Confidence: Planning Around a Single Stock Position
For many tech professionals, company stock has become one of the most meaningful ways to build wealth. What begins as a few RSUs or option grants can
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Freestone News / Investments
Freestone Real Estate Fund Acquires Lock Vista Apartments
GT Capital and Freestone Capital Management today announced the acquisition of Lock Vista Apartments, a 192-unit multifamily community located in Seat
