Freestone Capital Management

Introducing our new blog series: "Building a Lasting Legacy: A 3-Part Estate Planning Guide" In Part 1, "The Power of DAFs in Legacy Planning," we explore how Donor-Advised Funds (DAFs) provide a tax-efficient, flexible way to incorporate philanthropy into your estate plan, allowing future generations to participate in charitable giving. Learn how DAFs can simplify your long-term giving strategy: https://lnkd.in/geRG7EHK #FinancialPlanning #WhatTrulyMatters

Earlier this week, Christine Opp, CFA CFP® represented Freestone at the Washington RIA Summit on a panel focused on women in wealth management. Together with other industry leaders, the panel discussed key issues around attracting, developing, and retaining female advisors, as well as empowering women investors. At Freestone, we’re committed to supporting women in the financial services industry, and strive to create an inclusive environment. Congratulations to Christine and the panel for advancing this important conversation! #WomenInWealthManagement #WhatTrulyMatters

Our very own Breana Brown is speaking tomorrow at the CFA Society Seattle ALTSSEA event! Breana will be part of a panel discussing the current state of the U.S. real estate market, offering her personal insights on key trends, challenges, and possible opportunities in the sector. We’re proud to have Breana representing Freestone and contributing to such an insightful and timely conversation. #ALTSSEA #WhatTrulyMatters

Join us in celebrating our team members with work anniversaries this October! Your commitment and hard work have been instrumental to our success. A huge thank you to Nick Cicero, Aaron Sellsted, Jonathan Wittlin, CFP®, and Jameson Pastor for your contributions to Freestone. We're excited for the future ahead! #EmployeeAnniversaries #WhatTrulyMatters

We're excited to announce that Freestone has been ranked 15th on Forbes' 2024 list of Top RIA Firms, out of 250 firms nationwide! We believe this recognition is a testament to our team’s dedication, hard work, and commitment to delivering exceptional service to our clients. Here’s to many more years of continued success! Explore the full list of winners here: https://lnkd.in/gyRbJuW8 #ForbesTopRIAFirms #AwardsAndRecognition #WhatTrulyMatters

We’re sharing snapshots from a fun and energizing company retreat, where we connected, collaborated, and got to know each other better. It was a great opportunity to reinforce our teamwork and align on what truly matters to us as a company. We’re excited to bring this renewed energy back to our work and continue achieving great things together! #WhatTrulyMatters

As we continue to celebrate our 25th anniversary, we’ve asked our team to reflect on what Freestone means to them. For Jacob Cahn, CPA, it’s all about collaboration and knowing that every contribution makes a difference, while embracing the challenges of complex situations daily. Stay tuned for more insights as we mark this special milestone! #25YearsofFreestone #WhatTrulyMatters

We're hiring! Seeking a mid-level attorney with M&A or transactional experience to join our growing Seattle team. At Freestone, you’ll be part of a dynamic, friendly culture with plenty of opportunities for growth and exposure to a broad range of legal work. Apply here: https://lnkd.in/g-zyvYwF

Shout out to this group of Freestone volunteers for spending their Friday organizing donations at Hopelink, supporting their mission to promote self-sufficiency for all members of our community! We’re proud to contribute to Hopelink’s cause and look forward to future opportunities to continue helping those around us. #CommunityOutreach #FreestoneDaysofService #WhatTrulyMatters

In honor of our 25th anniversary, we published our story in the Puget Sound Business Journal and San Francisco Business Times. Discover how a single idea transformed Freestone Capital Management over the past 25 years. From a small team of visionaries in 1999 to managing nearly $11 billion today, our journey has been defined by resilience, innovation, and putting clients first. Learn how Freestone’s unique approach to wealth management and alternative investments continues to set us apart, and why we're excited for the next 25 years of client success! Read the full story here: https://lnkd.in/g3XcNMkm