Today we’d like to introduce you to Noah Rosenfarb.
From a young age, Noah learned the value of hard work and the choices that money can offer. He grew up with a single mother who was incredibly hardworking but still struggled to put food on the table. Living in an affluent New York suburb, many of his friend’s mothers were full-time homemakers and their families often enjoyed luxurious second homes and vacations.
His father owned a CPA firm and, while he had his own ups and downs, they were able to go out to dinner and order dessert or go bowling during the day and see a movie at night. Noah quickly learned that having money allowed more choices in one’s life and he too wanted that freedom for himself one day. As a CPA, his father’s focus was on forensic accounting, which provided many stories of clients whose families often fought over money. It became clear to Noah that money couldn’t buy happiness or make people behave kindly to one another.
When he began his own career in forensic accounting, Noah specialized in helping families cope with divorce. He encountered entrepreneurs that ultimately prioritized their desire for success over the needs of their partners, resulting in divided wealth and lackluster portfolios. Noah went on to create the world’s first family office for divorced women, where he focused on the transition of being a financially stable spouse to a new reality of being solely responsible for investing, budgeting, taxes and estate planning. His skill of translating complex issues into straightforward lessons became invaluable as his clients became more confident in their decision-making.
In pursuit of his own goals, Noah moved to South Florida in 2011. Utilizing his experience coaching entrepreneurs with selling their companies and seeing an overlap with the challenges faced by affluent divorced women, he wrote a book, launched a podcast and became a thought leader in the area of exit planning. His family office evolved to concentrate more on entrepreneurial families, especially those planning an exit or succession.
Noah is a 3rd generation CPA, he minored in philosophy and has always approached life holistically. In his experience, money offers choices, but not happiness. In order to achieve freedom, he believes we need to develop healthy relationships with those around us. As a result, we focus on measuring and monitoring financial assets and also the value in life – including our health, spirituality, relationships and the impact we make within our community.
Married for over 20 years, Noah is the proud father of two school-aged children and currently lives in Parkland, Florida.
Has it been a smooth road?
My self-limiting belief.
Since Jared was born in 2007, Amanda (my wife) has been persuading, educating, and motivating me to recognize my role as a parent is more important than my role as an entrepreneur. My self-limiting belief has been that I could never achieve my full potential as a businessman if I prioritize being home for dinner, sleeping next to my wife or working only on school days over serving my company. For over a decade, this yin/yang has absorbed a lot of my mental energy.
I’m working on my largest-ever project. The opportunity in front of me offers the potential to manifest the dreams I had since I was a teenager. I will fully exploit my natural abilities that I am very blessed to have been born with, combined with the varied skills, experiences and education I’ve been dedicated to developing.
The reality has finally hit me that all of this is only possible because of the last decade of focusing on what has been most important in my life. Had I sacrificed family time to the siren song of accelerated business profit, I would have missed the chance to learn how to develop and rely on the talents of others.
I just had my best quarter ever in 2018. Thankfully this is a continued trend – my results keep compounding.
Amanda (my wife) has been by my side to coach me through this balancing act that has been a constant challenge. I could never have done this alone.
I’m spending a few days away from my family to attend a Deal Makers conference where I’ll be speaking and networking. It’s a conscious trade I’m making in the pursuit of self-improvement and business success.
Balance for me has been about filtering decisions and often saying no when it’s easier to say yes.
What I once saw as a commitment that would limit my success is now the thing I can say has had the biggest influence on my results.
I’m forever grateful to have the chance to continue learning and growing.
So, as you know, we’re impressed with Freedom Family Office – tell our readers more, for example what you’re most proud of and what sets you apart from others.
I counsel entrepreneurs that are looking for ways to enhance their wealth while working less, living more and enjoying financial abundance.
20+ years of real estate investment experience has taught me that fractional ownership in large assets is an excellent tool to create multiple passive income streams. I allow accredited investors to www.InvestWithOurFamily.com through syndications with as little as $50,000. Through 32 acquisitions, I’ve built a portfolio of 3,500+ apartment units and over 500,000 sq ft of office buildings and retail shopping centers.
I’m a 3rd generation CPA and I’ve been studying the tax code my whole life to find all the legal ways to reduce or eliminate taxes, which is a guaranteed way to increase cash flow. Check out my list of 23 Overlooked Tax Strategies for Entrepreneurs. If you are paying over $300,000 in taxes, I am willing to help you determine which strategies work best for your situation.
I personally serve as the primary financial advisor for a dozen families that have a net worth in excess of $20 million through my family office, www.FreedomFamilyOffice.com. Our holistic approach focuses equally on preparing the money for the family and the family for the money.
I openly share the tools, resources and strategies I’ve used to create my own true freedom. I’ve sold eight companies, own over a dozen, and continue to acquire businesses, websites and real estate. I bring personal experience beyond being a technical expert to high performing families that want to balance qualitative and quantitative financial advice.
Giving to causes I care about is a great benefit I enjoy as a result of my success. Achieving “true freedom” hasn’t been all about the size of my net worth, but rather the impact I make on my family and our communities. Through philanthropy, I get exposed to amazing people whose path to significance inspires me. By actively participating and not just writing checks, I witness the effect we have on others in need. This virtuous cycle gives me reasons to continue to create value for others.
Let’s touch on your thoughts about our city – what do you like the most and least?
What made me move to Florida is the weather. When we had our first child, we would spend a couple of weeks during the winter in Florida, and we really loved it. And my grandfather was here; my father’s father, I enjoyed spending time with him. We had a place at the beach that we could stay at. So, it’s just a nice relaxing way to enjoy part of the winter and get away from the snow. And when we looked at each other, my wife and I, one day walking on the boardwalk after we bought a lottery ticket, and we said, you know, if we win we’d move here, and part of our philosophy has always been to do what we would do if we would win the lottery, but just do it without winning the lottery, so that motivated us to get down here.
Contact Info:
- Address: 2255 Glades Road, Ste 324A
Boca Raton, Florida 33431 - Website: https://freedomfamilyoffice.com/
- Phone: (855) 540-0400
- Email: support@freedomfamilyoffice.com
- Facebook: https://www.facebook.com/noah.rosenfarb
- Other: https://www.linkedin.com/in/noahrosenfarb/ and https://www.linkedin.com/company/67155382
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