At Freeman Group Private Wealth Management, we don’t treat family financial planning like a numbers game. It’s about real people. Parents. Children. Grandkids. You’ve worked hard to build something meaningful. We help you protect it—and pass it on with confidence.
We do two things really well. First, we guide you in passing down wealth in a way that’s smart and tax-efficient. Second, we help your children and grandchildren prepare for what comes next—especially when it comes to inheritances or business transitions.
We start with people, not products
Before any talk of investments or account types, we sit down and get to know you. Your goals, your concerns, your family dynamics. How do you want your wealth to shape your children’s lives? What role do you want to play in supporting your grandchildren? What do you want to protect—and what do you want to let go of?
We create space for these conversations in a calm, comfortable setting. It’s not rushed. We ask thoughtful questions, and we listen—because no two families are the same, and a strong plan has to start with what actually matters to yours.
Bridging generations through better communication
Too often, money creates silence. We see it all the time: parents want to protect their children, so they avoid hard conversations. Children want to respect their parents, so they don’t ask tough questions. The result? Uncertainty, confusion, and missed opportunities.
We help change that. By building communication between generations early, we create clarity and shared expectations. Everyone feels heard. Everyone knows where things stand. And when it’s time to pass the torch, there’s no scrambling or second-guessing—just a smooth transition and a sense of shared purpose.
Custom investment planning with your full picture in mind
Once we understand what matters, we build the plan. Investments. Cash flow. Legacy goals. It’s all connected.
We adjust as things change. Life doesn’t sit still—your financial plan shouldn’t either.
Estate planning that’s personal—not one-size-fits-all
A will is one thing. A thoughtful estate plan is something else entirely. We help you design a plan that answers the big questions: What do you want to leave behind? How much flexibility should your heirs have? How can your legacy reflect the values you’ve lived by?
We also help avoid the common traps that can derail even the most well-intentioned estate plans—like outdated documents, poorly structured accounts, or lack of planning for blended families and business assets.
Ongoing guidance that brings peace of mind
Family financial planning isn’t a one-time exercise—it’s an ongoing process. We manage your wealth with the same care and diligence we’d use for our own families. That means consistent check-ins, proactive strategy updates, and clear communication at every stage. Your family always knows their financial future is being looked after.
And as new generations grow into new responsibilities, we’re there to guide them too. From educating young adults about financial basics to helping future heirs step confidently into their roles, we stay involved for the long haul.
