Expand the value of your advisory relationship with private-market education, investment opportunities, and turnkey client engagement support from Freedom Family Investments.
You maintain the relationship.
We provide the expertise and infrastructure behind it.
Built for independent wealth advisors, financial planning practices, CPA and tax advisory firms, and other advisory firms serving sophisticated investors.
Most firms have only a handful of natural reasons to proactively engage clients each year. But opportunities and financial decisions happen continuously.
Capital becomes available
Markets change
Businesses are sold
Retirement approaches
Tax considerations emerge
Clients explore alternatives
What if you had more meaningful reasons to start those conversations?
In this short video, Dani Lynn Robison, Founder & CEO of Freedom Family Investments, shares why we created the Freedom Wealth Partner Network, how it can support your advisory model, and the value the partner program can bring to your clients.
We provide a year-round engagement framework with educational content, market insights, and investment opportunities you can selectively bring to appropriate clients.
Portfolio Positioning
Private Markets
Tax & Investment Planning
Income Strategies
Real Estate Outlook
Mid-Year Capital Review
Changing Rate Environments
Senior Housing & Demographics
Capital Deployment
Year-End Planning
Tax-Aware Investing
Positioning for the Year Ahead
You already have the client relationship. You shouldn’t need to build an entire private-market infrastructure to expand the conversations you can have with those clients. We provide the resources behind you.
PRIVATE-MARKET ACCESS
Thoughtfully selected real estate funds and investment opportunities for qualified investors.
CLIENT ENGAGEMENT
Turnkey campaigns, market insights, and educational content.
EVENTS & EDUCATION
Investor briefings, webinars, and educational experiences you can invite clients to.
ADVISOR ENABLEMENT
Talking points, presentations, FAQs, and partner resources.
INVESTOR SUPPORT
Freedom Family guides investors from education and onboarding through ongoing support.
We make it easy to bring private-market insights and investment opportunities to your clients with a clear, proven process.
Here’s a real example of how a single market insight can create ongoing value for your clients and your practice.
FF1 identifies an emerging theme.
For example, senior housing and the favorable long-term demand dynamics
Partner receives ready-to-use content.
Educational materials market insights and invitation templates. to share with clients.
Advisor shares the insight with clients.
You introduce the opportunity with selected clients
Interested clients attend a briefing
Clients gain a deeper understanding through an educational webinar or briefing
FFI provides deeper investment education
Our team shares additional insights, answers questions and provides investment information,
Qualified investors explore an opportunity,
When appropriate, clients move forward with a thoughtfully selected opportunity
Advisor remains part of the relationship.
You continue to stay informed and engaged with new insights, opportunities and client touchpoints.
Partnering with FFI should strengthen your client relationships, not compete with them. Our model is designed around a simple principle: you remain at the center of the relationship.
We work with a range of professional advisors, providing resources, tools, and support to help you incorporate real estate and altemative investments into client strategies with confidence.
Wealth Advisors & RIAS
Deepen client relationships and differentiate your practice with real estate solutions that align with long-term goals.
Financial Professionals
Bring greater portfolio diversification and investment potential to the clients you serve.
CPAs & Tax Professionals
Give clients a tax-efficient way to invest in real estate while enhancing your advisory offerings.
Other Professional Advisors
Support clients in navigating complex financial needs with alternative investments backed by deep expertise.
A comprehensive toolkit designed to help you educate, engage, and create meaningful client conversations around private-market investment opportunities.
12-Month Client Engagement Calendar
Timely themes and opportunities to keep clients informed year-round.
Private-Market Education
Clear, accessible content on real assets, market trends and investment strategies.
Advisor Talking Points
Expert-informed guidance, to help you confidently discuss opportunities.
Client-Ready Presentations
Professionally designed materials for client meetings and group settings.
Investor Guides
Comprehensive overviews of our platform, strategies, and investment opportunities.
Educational Articles
Ongoing insights on markets, sectors, and investing considerations.
Market Commentary
Timely perspectives from our investment team.
Turnkey Email Campaigns
Ready-to-send campaigns to drive awareness and engagement.
Webinar Invitations
Pre-built promotions for educational webinars and briefings.
Investor Briefings
Access to live and on-demand briefings with our investment team.
Opportunity Materials
Due diligence materials for current Investment opportunities (where appropriate).
Partner Training
Onboarding and ongoing training for you and your team.
Investment Team Access
Direct access to our leadership and investment professionals.
Investor Support
A dedicated team to support your clients through the investment process.
Ongoing Partner Communications
Regular updates, insights, and new opportunities to keep you informed.
Not Another Portal Full of Materials You’ll Never Use.
A program designed to help you actually start conversations, engage clients, and grow your practice.
Freedom Family Investments is a private real estate investment platform connecting sophisticated investors with thoughtfully selected, professionally managed opportunities.
Institutional Discipline
Rigorous underwriting and disciplined investment evaluation.
Operator-Informed Expertise
Real-world operating experience applied to investment decisions.
Transparent Stewardship
Direct relationships, clear communication, and responsible stewardship of investor capital.
Our leadership team combines institutional real estate experience with hands-on operating expertise across multiple real estate sectors, giving you confidence in the partner you’re introducing to your clients.
18+
Years In Real Estate
$1B
In Collective Assets Managed
Multiple
Real estate sectors and strategies
Disciplined
Underwriting and investment process
Straight answers to help you evaluate the Freedom Wealth Partner Network.
No, you remain the primary advisor and own the client relationship while we provide specialized investment expertise, education, and support.
No, we equip you with the education, investment insights, and resources needed to confidently introduce private-market opportunities to clients.
No, you decide which educational resources and investment opportunities align with your clients’ interests, objectives, and needs.
Yes, eligible educational and marketing materials can be co-branded to reinforce your firm’s identity, subject to applicable compliance requirements.
We provide qualified investors access to select private real estate investments across multiple sectors, structures, and investment strategies.
We support your interested clients through education, investment evaluation, onboarding, and ongoing communication while respecting your advisory relationship. This is only at your request.
Partner compensation arrangements, where permitted, depend on professional registration, partnership structure, and applicable securities regulations.
There is no cost to participate.
Schedule a private partner briefing to explore program fit, complete qualification and onboarding, and activate your first client engagement initiative.
In 15 minutes, we’ll show you how the Freedom Wealth Partner Network works, what resources are available, and how it could support your practice and clients.
No obligation. Designed for wealth and professional advisors exploring private-market resources for their clients.
