Insights

Wealth Preservation Focus Freedom Family Office specializes in asset preservation and legacy planning, appealing to high-net-worth entrepreneurs and families seeking personalized financial strategies that align with their values and long-term goals.

Growing Asset Base With annual revenues estimated between 1 million and 10 million USD, the firm operates in a competitive space with substantial growth potential among affluent clients looking for comprehensive family office services.

Technology Adoption The company's use of advanced tech stack components like HubSpot, ActiveCampaign, and Google Analytics indicates a focus on client engagement and data-driven service delivery, providing opportunities for targeted marketing and CRM solutions.

Leadership Expansion Hiring a Chief Experience Officer in 2021 reflects a commitment to enhancing client experience and operational excellence, indicating openness to innovative service models and organizational growth initiatives.

Market Positioning Positioned alongside notable firms with larger teams and revenues over 500 million USD, Freedom Family Office can leverage its niche, personalized approach to attract clients seeking tailored wealth management with a focus on family legacy.

Similar companies to Freedom Family Office

Freedom Family Office Tech Stack

Freedom Family Office uses 8 technology products and services including Cloudflare, HubSpot, ActiveCampaign, and more. Explore Freedom Family Office's tech stack below.

Cloudflare
Content Management System
HubSpot
Marketing Automation
ActiveCampaign
Marketing Automation
PHP
Programming Languages
Cloudflare Bot Management
Security
YouTube
Video Players
Google Analytics
Web Analytics
Express
Web Frameworks

Media & News

Freedom Family Office hired Jenna Kozodoy as Chief Experience Officer on Jul 16th '21.
BOCA RATON, Fla. (PRWEB) July 16, 2021 Freedom Family Office is pleased to announce that Jenna Kozodoy has joined the firm as Chief Experience Officer (CXO).
Jul 16, 2021 | www.prweb.com

Freedom Family Office's Email Address Formats

Freedom Family Office uses at least 1 format(s):

Freedom Family Office Email Formats	Example	Percentage
First@freedomfamilyoffice.com	John@freedomfamilyoffice.com	43%
First@freedomfamilyoffice.com	John@freedomfamilyoffice.com	7%
First@freedomfamilyoffice.com	John@freedomfamilyoffice.com	43%
First@freedomfamilyoffice.com	John@freedomfamilyoffice.com	7%

Frequently Asked Questions

What is Freedom Family Office's official website and social media links?

Freedom Family Office's official website is freedomfamilyoffice.com and has social profiles on LinkedIn.

What is Freedom Family Office's NAICS code?

Freedom Family Office's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Freedom Family Office have currently?

As of December 2025, Freedom Family Office has approximately 11 employees across 2 continents, including North AmericaAsia. Key team members include Chief Experience Officer | Eos Integrator | Wealth Advisor: J. K.Chief Financial Officer: D. P.Chief Investment Officer: K. C. C.. Explore Freedom Family Office's employee directory with LeadIQ.

What industry does Freedom Family Office belong to?

Freedom Family Office operates in the Investment Management industry.

What technology does Freedom Family Office use?

Freedom Family Office's tech stack includes CloudflareHubSpotActiveCampaignPHPCloudflare Bot ManagementYouTubeGoogle AnalyticsExpress.

What is Freedom Family Office's email format?

Freedom Family Office's email format typically follows the pattern of First@freedomfamilyoffice.com. Find more Freedom Family Office email formats with LeadIQ.

When was Freedom Family Office founded?

Freedom Family Office was founded in 2020.

Freedom Family Office

Q: How many employees does Freedom Family Office have currently?

Freedom Family Office has approximately 11 employees.

Q: What technology does Freedom Family Office use?

Freedom Family Office's tech stack includes Express, Cloudflare Bot Management, Google Analytics, YouTube, Amazon Web Services.

Investment ManagementFlorida, United States11-50 Employees

At Freedom Family Office, we guide you through our thoughtful process to preserve your assets, build lasting family bonds and protect your legacy. 

We help you clearly define your values and why money is meaningful to you. As your cohesive, comprehensive and coordinated financial team, our goal is to make your money make a difference.

We craft strategies for entrepreneurs to convert their net worth into
predictable passive income and a life fulfilled.

Welcome to Freedom.

https://www.dropbox.com/scl/fi/kpgzhmixazjybx75drllp/FFO-Social-Media-Disclosure.docx?rlkey=k6o0wj9zzihhphm2rtsdicayw&e=1&dl=0