Freewood Private Wealth Management, LLC

The firm does not publicly disclose its principals or investment committee members. Decision-making is likely handled internally by a small team of advisors and the families themselves.

Freewood operates as a multi-family office, pooling resources across several families to achieve cost efficiency and broader investment access, while maintaining personalized service.

Based on its multi-family office structure, Freewood likely targets a mix of public market securities, private direct investments, and alternative assets, with a focus on long-term capital preservation.

As a multi-family office, Freewood may engage in both fund commitments (e.g., private equity or hedge fund vehicles) and direct co-investments, depending on family preferences.

Deal flow likely comes from the firm's network of advisors, co-investment relationships with other family offices, and direct relationships with fund managers.

The origin of wealth for Freewood's client families is not publicly disclosed. Multi-family offices typically serve wealth from entrepreneurship, inheritance, or business sales.

The firm has not publicly stated any explicit exclusions. Sector preferences are likely determined on a per-family basis based on individual mandates.