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Freedom Family Office

Multifamily office listing in Lake Forest, Illinois, United States.

  • SEC-registered
  • Founded 2019
Regulatory AUM
$162 million
Employees
10
Clients
26-50
Founded
2019

Freedom Family Office, LLC is a tax-centered family office serving entrepreneurs and high-net-worth families through coordinated wealth planning, investment management, and family strategy.12

Overview

Freedom Family Office is an SEC-registered investment adviser under CRD 310275. The firm reports $162,140,871 in regulatory assets under management in its April 30, 2026 Form ADV filing.12

History

The firm says it was founded in 2019 to provide coordinated advice for entrepreneurs and high-net-worth families.3

Timeline

  1. 2019The firm says it was founded in 2019 to provide coordinated advice for entrepreneurs and high-net-worth families.
  2. 2026The firm reports $162,140,871 in regulatory assets under management in its April 30, 2026 Form ADV filing.

Leadership

Kyle Cain, CFP®, CIMA®, APMA™, is Chief Investment Officer. He leads investment research, asset allocation, portfolio construction, manager selection, trading, tax-aware implementation, and risk management.4

Jenna Kozodoy is Chief Experience Officer and a licensed Wealth Advisor responsible for client experience initiatives.4

Peter Farnum Culver is Co-Founder and provides wealth planning across estate planning, investments, insurance, family dynamics, and wealth transfer.4

Services

Freedom Family Office integrates investment management, financial planning, estate strategy, liquidity planning, business decisions, and family priorities through a tax-centered family office model.5

Its process reviews net worth, cash flow, taxes, asset allocation, estate planning, goals, and the client’s whole financial life.6

Implementation may include investment strategy, tax strategy, retirement and income planning, estate and legacy planning, liquidity and lending, risk management, family and philanthropy, and business exit planning.6

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Estate planning
  • Philanthropy
  • Risk and insurance
  • Business owner services
  • Retirement planning

Client Focus

The firm focuses on entrepreneurs and high-net-worth families whose financial lives require coordinated planning across investments, taxes, businesses, estates, and family priorities.5

Approach

Freedom Family Office says its philosophy is based on “Return on Time,” treating capital and time as connected parts of wealth planning.3

Assets and Minimums

The firm states that portfolio management includes regular advice, discretionary account management, and ongoing monitoring. It reports a $1,000,000 minimum to open an advisory account.1

Family office services begin at a negotiated fixed fee of $15,000, with work beyond the agreement billed at $500 per hour.1

By the numbers

Regulatory AUM by year$0K$45M$89M$134M$178M20212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 310275. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2021$63 million$63 million$0
2022$111 million$111 million$0
2023$113 million$113 million$0
2025$143 million$143 million$0
2026$162 million$162 million$0
Average AUM per client by year$0K$1M$2M$3M$5M20212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 310275. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2021$4 million
2022$2 million
2023$2 million
2025$1 million
2026$1 million
Clients by type (2026)Individuals72High net worth individuals44Corporations8Pension plans6
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 310275. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals72
High net worth individuals44
Pension plans6
Corporations8
Employees by year047111420212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 310275. As of .
Employees reported on Form ADV
YearEmployees
20215
20225
202313
202513
202610

FAQs

What type of clients does Freedom Family Office serve?

Freedom Family Office serves entrepreneurs and high-net-worth families seeking coordinated planning across their financial lives.5

What services does the firm provide?

Services can include investment management, tax and retirement planning, estate and legacy planning, liquidity and lending, risk management, philanthropy, family planning, and business exit planning.6

What is the investment account minimum?

The firm states that $1,000,000 is required to open an advisory account for portfolio management.1

  • DataMFOs by US state

    The MFOs by US state page helps business owners and wealthy families identify firms serving their region and compare local options. It provides a starting point for considering how a tax-centered office might coordinate investment management, financial planning, estate planning, and family strategy in your area.

  • Network siteEstatePlanner.com

    EstatePlanner.com offers practical guides on wills, trusts, and related estate decisions. These materials can help a family prepare questions about tax planning, estate structures, philanthropy, and succession before speaking with a firm serving entrepreneurs and high-net-worth households.

  • Network siteFamilyOffices.com

    FamilyOffices.com provides resources and community information for single family offices and wealthy families. Readers can use it to understand common family office responsibilities, including investment oversight, risk planning, business owner services, retirement planning, and coordination among family advisers.

  • GuideMFO fee models compared

    The MFO fee models compared page explains common ways multifamily offices charge for their services. Reviewing those structures can help an entrepreneur or high-net-worth family ask how fees may relate to investment management, planning, tax work, estate coordination, and other ongoing services.

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    CUSTOS FAMILY OFFICE LLC, Blossom Wealth Management, and Letson Investment Management offer additional profiles to review on this site. Comparing their listed services, client focus, and locations with Freedom Family Office, LLC can help a business owner or wealthy family define questions for an initial discussion.

Sources

  1. Freedom Family Office Form CRS
  2. Freedom Family Office Form ADV
  3. Freedom Family Office Founding Story
  4. Freedom Family Office Team
  5. Freedom Family Office
  6. Freedom Family Office Process

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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