top of page


UPCOMING EVENT

Freedom Capital Markets Winter Family Office Summit.

January 14-15, 2025

Salt Lake City, UT

 

Our exclusive two-day event brings together leaders from Family Offices, family members, and a select group of industry experts for meaningful connections and confidential discussions.

Attendees will enjoy unparalleled networking with peers, gain insights from impactful presentations, and be inspired by thought-provoking panel discussions led by renowned thought leaders.

City skyline with a backdrop of snow-capped mountains under a blue sky. The buildings, varying in height and design, are situated in the foreground, while the sun casts a warm glow on the mountain peaks.


SENIOR FAMILY OFFICE LEADERSHIP TEAM

Leading with Insight: Tailored Solutions for Family Office Success.

Our Family Office Leadership team delivers personalized, strategic guidance tailored to family offices' unique needs. With extensive experience in wealth management and investment strategies, we empower families to preserve and grow their legacies.

Aerial view of ty building and river in Texas

Fall Family Office Summit

Austin, Texas

October 16-17, 2024

A lighthouse stands atop a grassy cliff overlooking a calm blue sea. The sky is clear with a few scattered clouds, and a rocky beach curves along the shoreline. Several small boats are visible on the water.

Summer Family Office Summit

Montauk, New York

July 22-23, 2024

A scenic view of a city skyline at sunset, featuring a lit-up arch bridge over a calm river. The sky transitions from blue to orange, and modern skyscrapers, including a distinctive pointed tower, reflect in the water.

Nashville Family Office Summit

Nashville, Tennessee

May 15-16, 2024

Aerial view of a city skyline featuring numerous skyscrapers, with the Empire State Building prominently visible in the center. The sky is partly cloudy with a hint of a sunset glow in the background.

NYC Family Office Summit

New York City

April 8, 2024

A panoramic view of a city skyline with modern buildings and skyscrapers, set against the backdrop of a mountain range with snow-capped peaks under a partly cloudy sky. Greenery is visible in the foreground.

Winter Family Office Summit

Salt Lake City, Utah

February 7-8, 2024

Aerial view of a large crowd gathered on a grass field with Daytona written prominently. People are scattered across the area, surrounded by race track elements and event structures in the background.

FO & Institutional Investor Weekend

Daytona

January 26 –28, 2024

A large, open vault door in a grand hallway with marble walls and a polished floor. The hallway leads into a brightly lit area, conveying an atmosphere of security and sophistication.

Reception & Fireside Chat

New York City

July 22-23, 2024

Aerial view of a city skyline with tall buildings under a blue sky. A river flows through the city, crossed by a bridge. Lush greenery lines the riverbanks.

Fall Family Office Summit

Austin, Texas

October 17-18, 2023

A lighthouse stands atop a grassy cliff overlooking a cliff. The sky is clear with a few scattered clouds with a setting sun and a rocky beach curves along the shoreline. Several small boats are visible on the water.

Summer Family Office Summit

Montauk, New York

July 24-25, 2023

Show thumbnail preview Aerial view of a cityscape with tall buildings, surrounded by trees with fall foliage. In the background, there are majestic mountains under a partly cloudy sky.

Winter Family Office Summit

Salt Lake City, Utah

February 22, 2023

 
PAST FREEDOM FAMILY OFFICE EVENTS

Reflecting on Connections and Insights: Celebrating Our Past Family Office Events.

Our Family Office events have previously provided a platform for leaders and ultra-high-net-worth individuals to engage in thought-provoking discussions and build meaningful connections. Each event features a curated agenda that is dynamically presented and panel-discussed with distinguished industry experts, promoting interactive learning. We encourage you to attend any of our future events, where you can connect with industry peers and expand your knowledge on new trends and opportunities in the Family Office space.

iStock-1170494179.jpg

Co-Investment Opportunities for Family Offices and HNWI

Freedom Family Office


ABOUT FFO

Exclusive Co-Investment Opportunities for Family Offices and High-Net-Worth Individuals.

At Freedom Family Office (FFO), we understand the unique investment needs of Family Offices and high-net-worth individuals (HNWI). Our mission is to connect you with exclusive co-investment opportunities that span a wide array of industries and geographies.

Freedom Family Office Conferences
Each conference will host 80-100 participants, fostering an engaging atmosphere for meaningful discussions and networking.

  • Winter: Salt Lake City, UT

  • Spring: Nashville, TN

  • Summer: Montauk, NY

  • Fall: Austin, TX

 

Private Events

In addition to our main conferences, FFO holds exclusive small-group gatherings designed for relationship building and collaboration among like-minded investors, often scheduled around notable events like the Rolex 24-Hour Race in Daytona, Milken Conference, and Formula 1. We also participate in related conferences such as DC Finance, Opal Private Wealth Summits, LinkBridge, and ACG-Dealmax.


WHY CHOOSE FFO?

FFO: Your Gateway to Exclusive Investment Opportunities and Strategic Support.

Diverse Deal Flow: Our differentiated investment pipeline includes a variety of stages within the investment lifecycle, ensuring you have access to a broad spectrum of opportunities. This includes:

  • Early-stage private placements

  • Venture funding rounds

  • Pre-IPO opportunities

  • IPOs and direct listings

  • Follow-on or shelf offerings

  • Debt offerings

 

Personalized Support: We are focused on understanding your unique needs and offering a robust support system for Family Offices and HNWI, including market analyses and insights to guide your investment choices.

Unique Opportunities: We have a vast network and specialized knowledge, which allows us to discover and offer superb investment opportunities. These opportunities are being well screened to correspond to your risk tolerance, hence assuring that your investments are within your comfort zone.

A woman with short blonde hair is smiling while sitting . She is wearing a black top and white and black patterned jacket. The background is a solid dark color.

Marcia Nelson

Managing Director

bottom of page