Freedom Family Office Employee Directory
Investment ManagementFlorida, United States11-50 Employees
Freedom Family Office is an investment management firm based in Boca Raton, Florida. It focuses on preserving wealth, supporting family continuity, and safeguarding a lasting legacy. The firm seeks to clarify clients' values and what money means to them, then coordinates a financial team to align decisions with those insights. For entrepreneurs, it develops plans to turn substantial net worth into steady passive income and a more satisfying life. In July 2021, the firm announced the appointment of Jenna Kozodoy as Chief Experience Officer. The company operates with a relatively small team in the investment management space, reflecting a closer, client-focused service model.