Multi-Family Office · Houston, Texas

Stewardship for Generational Wealth

Independent, fiduciary advisors serving ultra high-net-worth families across investment management, administrative coordination, and family governance.

50+
Years of combined
investment experience
100%
Independent —
Client interests are first
One Team
For all of your
wealth needs
Investment Advisory
Tax Coordination
Administrative Services
Family Governance
Wealth Transfer
Grow · Manage · Protect
Our philosophy

Partners, Advisors, and Advocates — aligned exclusively with your interests.

01
Partners
An extension of your family. We operate with full fiduciary responsibility and limited conflicts — our loyalty belongs entirely to our clients and no one else.
02
Advisors
50+ years of combined expertise across investments, tax compliance, and family governance — a holistic solution for every dimension of your wealth.
03
Advocates
Your gatekeeper. A central point of contact supported by an extensive network of specialized professionals — protecting and advancing your interests at every turn.
What we do

A comprehensive platform for the management of family wealth.

01
Broad Investment Advisory
  • Client needs assessment
  • Objective-setting & strategy
  • Private markets access
  • Portfolio monitoring & review
02
Administrative Services
  • Consolidated reporting
  • Personal financial statements
  • Bookkeeping & formation of investment vehicle entities
  • Professional advisor coordination
  • Support with banking services
03
Tax Compliance
  • Document compilation
  • Tax advisor liaison for report preparation & filing
  • Pre-signature review
  • Tax advisor liaison for planning

Crosswell Family Wealth Advisors does not provide tax advice.

04
Special Projects
  • Family governance & education
  • Wealth transfer planning
  • M&A advisory
  • Corporate finance
“Independent advisors, bound to no institution and answerable to no one but the families we serve.”The Crosswell Standard
Fiduciary. Independent.Our only obligation is to our clients. We are not required to work with any financial institution or service provider.
Our partners

Seasoned practitioners. Fiduciary commitment.

Adrian Llerena
Adrian Llerena
Managing Director
20+ years spanning investment banking, private equity, and single-family office leadership in Houston and Washington, D.C.
Former CFO and Head of Investments for two Houston-based single-family offices; Managing Director at a leading D.C. boutique investment bank.
BS Industrial Engineering, ITESM Monterrey · Advanced Management Program, Rice University.
Licensed as Investment Adviser.
Rodolfo Oropeza
Rodolfo Oropeza
Founding Partner
25+ years in portfolio construction, investment research, and advisory to high-net-worth and ultra high-net-worth families.
7+ years as Head of a cross-border single-family office managing multi-jurisdictional assets and complex governance structures.
BBA Finance, University of Texas at San Antonio · Licensed Investment Adviser and Insurance Agent.
Why Crosswell FWA

Five principles that distinguish our practice.

Clients First
Independent advisors providing impartial and unbiased solutions. Our loyalty and incentives are aligned exclusively with our clients.
Centralization
A single hub for every financial and wealth matter — coordinating advisors, institutions, and service providers on your behalf.
Family Expertise
Deep knowledge of family dynamics, governance structures, and generational transitions — acquired through decades of hands-on experience.
Network Access
A curated network of proven professionals — legal, tax, banking, real estate — with whom we have worked for years.
Cost Efficiency
Full price transparency and strategic deployment of professional advisors to maximize value at every engagement.