A Letter From Our Founder To Our Clients, Partners, and Future Freedom Families,

Freedom Family Office was founded on a belief that entrepreneurs deserve something better than fragmented advice and reactive planning.

Before launching Freedom in 2019, I built and sold a New Jersey-based family office over seven years, helping families navigate major financial transitions. I saw firsthand that wealth without coordination creates stress - while wealth with strategy creates freedom.

After selling that firm in 2014, I lived entirely off passive income for five years - real estate cash flow, business dividends, consulting and deal-making income. Those years reshaped my understanding of wealth. Financial independence is powerful. But even sophisticated investors lacked integrated strategy - especially around taxes.

Tax strategy was reactive. Advice was siloed. Investments, exit plans, entity structuring, and legacy planning were rarely coordinated.

That gap became the foundation of Freedom Family Office.

We built Freedom differently. We are not a traditional RIA focused solely on portfolio returns. Nor are we a family office in name only. We are a tax-focused family office built by entrepreneurs, for entrepreneurs.

Taxes are often the single largest lifetime expense for successful business owners. Ignoring that reality undermines everything else. At Freedom, proactive tax design sits at the center of strategy - alongside predictable income, coordinated investments, exit planning, and generational wealth design.

Our philosophy is rooted in Return on Time. Capital matters. But time is the real asset. Wealth should give you choice - not complexity.

Clarity - not confusion. Confidence - not anxiety.

Today, although I have retired from being active in the day-to-day business, I remain a client of Freedom Family Office. I trust the team, the philosophy, and the structure we built - because it is the same framework I use for my own family.

Freedom was never meant to revolve around one individual. It was designed to endure — with discipline, values, and integrated planning that outlive any single founder.

The wealthiest families don’t simply invest differently. They plan differently. If you are building something meaningful and want your wealth aligned with your values, your family, and your future - that is why Freedom exists.