Multi-Family OfficeRIA · CRD 310275SEC-Registered

Updated:

Freedom Family Office

Freedom Family Office was established in 2020 by Noah Rosenfarb, a third-generation CPA, and Peter F. Culver, formerly a senior wealth director at BNY Mellon.

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Freedom Family Office

Freedom Family Office was established in 2020 by Noah Rosenfarb, a third-generation CPA, and Peter F. Culver, formerly a senior wealth director at BNY Mellon. The firm operates as a multi-family office from Jupiter, Florida, and targets post-exit entrepreneurs seeking coordinated tax and cash-flow planning. Investment activity centers on direct co-investments and SPVs alongside allocations to hedge funds, private credit, private equity and real estate. Holdings include multifamily apartments in the Sunbelt, mixed-use commercial properties, oil and gas positions and agricultural tax strategies. All exposure remains within North America. Peter Culver advises Tiger 21 and Entrepreneurs' Organization members on related tax matters. The team includes Ron Rosenfarb as COO and CCO and Marcia S. Nelson as president. Adjacent vehicles encompass the Freedom Legacy Trust as principal owner and philanthropic entities such as HAAPE.org and the Jewish Federation of Broward County. No verifiable operational events from the last 24 months appear in available records. Governance ties the firm to the Rosenfarb family through shared operating roles and the Freedom Legacy Trust ownership structure.

General information

Firm type

Multi Family Office

Year founded

2020

Location

Region

North America

Country

United States

City

Boca Raton, FL

Corporate office

Jupiter, Florida, United States

Principals

Noah Rosenfarb

Founder and CEO

Peter F. Culver

Co-Founder and President

Ron Rosenfarb

COO and CCO

Marcia S. Nelson

President

Sector focus

Real EstatePrivate EquityPrivate CreditHedge Funds

Frequently asked questions

Who runs investment decisions at Freedom Family Office?

Noah Rosenfarb serves as founder and CEO. Peter F. Culver acts as co-founder and president. Ron Rosenfarb holds the COO and CCO titles.

Does Freedom Family Office participate in fund commitments or only direct deals?

The firm executes direct co-investments and SPVs. It also allocates to hedge funds, private credit and private equity vehicles.

Where does the underlying wealth come from?

The firm serves entrepreneurial families after business exits. No single founding family wealth source is publicly identified.

What investment stages does Freedom Family Office typically target?

Activity centers on private market and real estate holdings rather than early-stage venture. Positions include operating multifamily and commercial assets.

How is Freedom Family Office related to Freedom Capital Markets?

Marcia S. Nelson serves as president of Freedom Family Office and managing director at Freedom Capital Markets.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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