An extension of your family and/or existing Family Office.
Client’s interests first (fiduciary responsibility).
Limited conflicts - our loyalty is with our Clients.
We as:
Advisors
+50 years of combined experience.
A holistic solution for your wealth management needs.
Deep understanding of investments, tax compliance and family governance.
We as:
Advocates
Your Gatekeeper.
Your advocate with an extensive network of expert professionals.
A central point of contact for the management of your wealth.
Who we are:
Adrian LlerenaManaging partner+ read bio
Adrian LlerenaManaging partner
+18 years of experience as an investment banker, single-Family Office advisor, and private equity investor.
Previous experience as CFO and head of financial planning and new investments for two single-Family Offices in Houston, TX; managing director for a leading boutique investment banking firm in Washington, D.C.
BS in Industrial Engineering from ITESM in Monterrey, Advanced Management Program at Rice University in Houston.
Rodolfo OropezaFounding partner+ read bio
Rodolfo OropezaFounding partner
+23 years of investment experience, including research and analysis, portfolio construction, and investment advice to high-net-worth individuals.
+7 years experience as Head of a cross-border single-Family office.
Bachelor of Business Administration in Finance from the University of Texas at San Antonio. Relevant executive programs from ITAM and Financial Markets World.
Licensed as an Investment Adviser and Insurance Agent.
Who we are:
Rodolfo OropezaFounding partner+ read bio
Adrian LlerenaManaging partner+ read bio
Adrian LlerenaManaging partner
+18 years of experience as an investment banker, single-Family Office advisor, and private equity investor.
Previous experience as CFO and head of financial planning and new investments for two single-Family Offices in Houston, TX; managing director for a leading boutique investment banking firm in Washington, D.C.
BS in Industrial Engineering from ITESM in Monterrey, Advanced Management Program at Rice University in Houston.
Rodolfo OropezaFounding partner
+23 years of investment experience, including research and analysis, portfolio construction, and investment advice to high-net-worth individuals.
+7 years experience as Head of a cross-border single-Family Office.
Bachelor of Business Administration in Finance from the University of Texas at San Antonio. Relevant executive programs from ITAM and Financial Markets World.
Licensed as an Investment Adviser and Insurance Agent.
What we do
What we do
Broad InvestmentAdvice
Develop an understanding of the client’s needs
Establish objectives
Set a strategy
Implement the strategy
Review Progress
* Investment advisory services are provided through Crosswell Advisors, LLC, a Registered Investment Advisor.
AdministrativeServices
Consolidation of statements and reports
Preparation of Personal Financial Statements
Bookkeeping for Investment Vehicles
Coordination of advisors
Formation of required legal entities
Support with Banking services
TaxCompliance
Collection and compilation of Tax documents
Liaise with tax advisor for report preparation and filing
Review of reports prior to signing
Liaise with tax advisor for planning
* Crosswell Family Wealth Advisors does not provide tax advice.
SpecialProjects
Family Governance & Education
Wealth Transfer
M&A and Corporate Finance advisory
Broad Investment Advice
Develop an understanding of the client’s needs
Establish objectives
Set a strategy
Implement the strategy
Review Progress
* Investment advisory services are provided through Crosswell Advisors, LLC, a Registered Investment Advisor.
Administrative Services
Consolidation of statements and reports
Preparation of Personal Financial Statements
Bookkeeping for Investment Vehicles
Coordination of advisors
Formation of required legal entities
Support with Banking services
Tax Compliance
Collection and compilation of Tax documents
Liaise with tax advisor for report preparation and filing
Review of reports prior to signing
Liaise with tax advisor for planning
* Crosswell Family Wealth Advisors does not provide tax advice.
Special Projects
Family Governance & Education
Wealth Transfer
M&A and Corporate Finance advisory
Why Crosswell FWA?
Why Crosswell FWA?
ClientsFirst
We are independent advisors able to provide impartial and unbiased solutions.
We offer a straightforward fee structure and minimize conflicts of interest as we are only compensated by our clients. We don’t receive commissions or any other compensation from other institutions or service providers.
Centralizationand Coordination
We act as a single hub for overseeing all your financial and wealth matters.
We function as a nexus for organizing and coordinating your team of professional advisors.
We can be your gatekeeper and point of contact for all wealth related issues.
Knowledge and Understanding of Family Matters
We are a team of seasoned and qualified professionals with deep expertise in family governance.
We have profound knowledge and understanding of family dynamics and needs; having worked for multiple single-family offices and with ultra-high net worth families.
Access to Networkof Resources
We provide access to a network of proven professional advisors and subject matter experts with whom we’ve worked for years.
We can leverage our relationships to help you navigate and solve the most complex challenges related to your wealth.
CostEfficiencies
We will always offer cost transparency and the ability to compare prices among financial institutions and service providers.
We will provide efficiency in the use of professional advisors through advance work preparation and a full understanding of your situation.
Clients First
We are independent advisors able to provide impartial and unbiased solutions.
We offer a straightforward fee structure and minimize conflicts of interest as we are only compensated by our clients. We don’t receive commissions or any other compensation from other institutions or service providers.
Centralization and Coordination
We act as a single hub for overseeing all your financial and wealth matters.
We function as a nexus for organizing and coordinating your team of professional advisors.
We can be your gatekeeper and point of contact for all wealth related issues.
Knowledge and Understanding of Family Matters
We are a team of seasoned and qualified professionals with deep expertise in family governance.
We have profound knowledge and understanding of family dynamics and needs; having worked for multiple single-Family Offices and with ultra-high net worth families.
Access to Network of Resources
We provide access to a network of proven professional advisors and subject matter experts with whom we’ve worked for years.
We can leverage our relationships to help you navigate and solve the most complex challenges related to your wealth.
Cost Efficiencies
We will always offer cost transparency and the ability to compare prices among financial institutions and service providers.
We will provide efficiency in the use of professional advisors through advance work preparation and a full understanding of your situation.
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