Mesa, AZ Office

Freedom Family Office, LLC advises high-net-worth families and individual investors, as well as trusts, estates, pension and profit-sharing plans and other entities, managing approximately $162 million in discretionary assets with a small advisory team. The firm provides family office services and discretionary portfolio management, including consolidated reporting across accounts and coordination with outside tax, legal, and insurance advisors.

FFO describes a holistic, team-based family office model that tailors services to each family’s needs and documents investment objectives in written Investment Policy Statements; it routinely exercises discretionary authority to implement and rebalance portfolios. The firm uses both fundamental and technical analysis and may deploy a wide range of strategies and instruments — from long-term holdings to options and margin — while monitoring for tax opportunities and other client-specific considerations.

Notable practice details that differ from many peers include a multi-office footprint and an explicit emphasis on consolidated reporting that can incorporate non-managed private family assets, reflecting a balance-sheet coordination approach. The brochure also discloses that the firm is owned by the Freedom Legacy Trust, that certain associated persons are licensed insurance agents who may receive commission-based compensation, and that FFO receives custodial and research-related benefits from recommended custodians (LPL and Schwab) — all disclosed potential conflicts the firm says it manages through policies and client disclosures.