Freestone Capital Management

Freestone Capital Management offers wealth management and financial planning services tailored to meet the unique needs of clients, focusing on investment management, estate planning, and asset protection. Founded in 1999 and headquartered in Seattle, US, Freestone Capital Management specializes in comprehensive wealth management. The company has undergone strategic changes, including a significant transaction in October 2012 where Sienna Group sold its majority stake back to the firm, without disclosing financial terms. Gary Furukawa, the founder, has a history in establishing wealth management firms, contributing to the company’s growth.

Freestone has raised a total amount of USD 40. 00 mn through its latest funding round labeled as Growth. Freestone Capital provides comprehensive wealth management and financial planning services designed to address the diverse needs of its clients. The firm specializes in integrated wealth services, which encompass investment management, estate planning, tax planning, insurance and asset protection, and philanthropic strategies.

Freestone's client-centric approach emphasizes the importance of tailoring services to align with clients' financial goals and personal values, ensuring a seamless advisory experience. The firm serves a broad client base that includes successful individuals and families across various geographical markets, including the United States and select international locations. By focusing on meaningful advisor relationships and leveraging innovative technology, Freestone aims to deliver smarter, more effective advice that allows clients to concentrate on what truly matters in their lives. Freestone Capital generates revenue through a combination of advisory fees and service charges associated with its wealth management offerings.

The firm structures its transactions primarily through direct client engagement, charging fees based on the complexity and scope of the services provided. Clients may enter into retainer agreements for ongoing financial consultations or pay specific fees for individual services such as estate planning or investment management. The firm’s pricing structure reflects the bespoke nature of its services, with fees aligned to the value delivered through its flagship offerings. By maintaining a 100% employee-owned model, Freestone Capital reinforces its commitment to client satisfaction and long-term relationships, which ultimately contributes to the firm’s revenue generation strategies.

Freestone Capital Management’s growth strategy includes potential expansions into new geographic regions and launching new wealth management products, although specific products and timelines have not been disclosed. Following the recent funding round of USD 40. 00 mn, the firm plans to enhance its technology and client service capabilities. The recent deal in October 2012, where Sienna Group sold its majority stake back to Freestone, positions the company for further growth and independence in executing its strategic initiatives.