Market volatility can be unsettling, but it also presents opportunities to strengthen your financial plan. At Freestone, our goal is

Storing tax documents properly is crucial for maintaining financial security, ensuring compliance with tax laws, and protecting yourself in case

March is Women’s History Month—a time to reflect on how far we’ve come and where we’re headed. Today, one of

Estate planning isn’t a topic most people enjoy discussing. It’s understandable—thinking about the future and what happens to your loved

Alaska provides unique financial opportunities for its residents, with advantages like the absence of state income tax, annual dividends through

In 2024, markets defied cautious growth forecasts, overcame escalating geopolitical tensions, and navigated evolving expectations for Federal Reserve rate cuts

The start of a new year is a natural time to reset—not just your goals and habits, but your finances,

Firm and Portfolio Manager Sean Carr Honored for Innovation and Next-Gen Rising Star Seattle, WA – Freestone Capital Management (“Freestone”),

In Part 2 of our series, “Building a Lasting Legacy”, we explored lifetime gifting strategies like SLATs, GRATs, and ILITs,

As we near the end of 2024, it’s an opportune moment for high-net-worth individuals to reassess and refine their financial

In Part 1 of this series, we explored the power of Donor-Advised Funds (DAFs) as a flexible tool for integrating

When it comes to integrating philanthropy into estate planning, we believe few tools offer the flexibility and impact of Donor-Advised

Turning 18 is a significant milestone that marks the transition from adolescence to adulthood. It comes with new responsibilities, freedoms,

Seattle-based GT Capital, Freestone Capital Management and Evergreen Ventures, along with prominent Seattle families, investing in the future of downtown

Now that we’ve passed midpoint of the year, it’s a critical time for high-net-worth individuals to review their financial landscape

Insurance is crucial for managing risk, but finding the right coverage can be complex. Your insurance needs evolve with changes

As spring blooms and graduation looms, many families find themselves confronting the reality of college expenses. Families with established 529

We are proud to announce Gary Furukawa’s recent recognition as a finalist for the CIO of the Year award by

In Honor of World Health Day The one universally known thing about Medicare is that it’s complicated.  Part A, Part

Freestone congratulates the following advisors for their recognition as 2024 Five Star Wealth Manager award winners: Andrew Erisman, CIMA®; Bobby

In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of

In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of

In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of

In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of

In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of