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Business Consulting Firm

Freestone Capital Management

Employee-owned wealth services firm advising successful individuals and families on investments and protection

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About Freestone Capital Management

Freestone Capital Management is an integrated wealth services firm working with successful individuals and families. It takes a broad view of each client's life, not only investments, and builds advice around long-term advisor relationships, clear communication and simple technology.

Services

  • Investment management: traditional and alternative investments.
  • Insurance and asset protection: cover and planning to protect client wealth.
  • Philanthropy: support for charitable giving and social good.
  • Financial planning: setting goals around what matters most to each client.

Who it serves

The firm serves successful individuals and families, addressing their wider financial lives beyond the investment portfolio.

Key facts

  • Ownership: fully employee owned
  • Experience: more than 22 years, as stated

Profile written by TrustList from the business's own published information, Sep 2026.

What the business tells TrustList

Founded
2004 (22 years) evidence sent

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