Freedland Associates Background & Overview Overview

General Information

Freedland Associates is a multi-family office headquartered in Newport Beach. The firm provides comprehensive wealth management and advisory services to high-net-worth families, focusing on investment management, estate planning, and intergenerational wealth transfer. With a tailored approach to each client’s objectives, Freedland Associates aligns financial strategies with long-term family goals—supports clients in preserving and growing wealth across generations.