FreemanBarraza

Family Office Partner

Your family office runs the day to day. We handle the complexity it sends out. Throughout our careers we have worked alongside the family offices of ultra-high-net-worth families as a technical extension of their team, never a replacement.

Who this is for: family office executives and CFOs serving families with assets in the US, Mexico, and beyond.

Talk With Our Partners
  • Multi-entity, trust, and multi-jurisdiction tax work
  • K-1 aggregation and extension calendar management
  • Real estate partnership structuring and cross-border transactions
  • Tax modeling for investments, exits, and generational transfers, including Section 1202 (QSBS) planning across family trusts
  • One partner as your point of contact, coordinating directly with outside counsel

Private Family Office

For high-net-worth families who don't need a full-time, in-house family office, but do want one team looking at the whole picture. We serve as your family office, backed by the technical depth of our real estate and international practices.

What we coordinate with, but do not provide: investment management. We work alongside the investment advisor you choose.

Who this is for: high-net-worth families, domestic and/or international, with multiple entities, properties, or generations who want one coordinated financial picture.

Explore a Private Family Office

What we do:

  • Consolidated financial reporting across businesses, properties, trusts, and accounts
  • Tax for the family and its entities
  • Entity administration, structuring, and planning
  • Bill pay and family budgeting
  • Coordination with your attorneys, bankers, investment advisors, and foreign accountants

Estate, Tax & Generational Wealth Planning

Every family eventually faces the same question: how does what we built pass to the next generation without losing a large share to taxes, disputes, or poor timing? A business, a real estate portfolio, an investment account, or family members living in another country each changes the answer. We work alongside your estate attorney to model the tax cost of each option and put the plan in writing.

Start the Estate Conversation
  • Gifting strategies and lifetime exemption planning
  • Trust structures and family entity planning
  • Business and real estate portfolio succession
  • US estate and gift tax for families with heirs or assets abroad
  • Pre-immigration and expatriation planning
  • Coordination with estate attorneys and wealth managers

Discretion

Your privacy is part of the service.

We do not publish client names, testimonials, or engagement details. Ever.

Ready when you are

One team looking at the whole picture.

Tell us about your family, your entities, and your goals. We'll show you where the gaps are.

Schedule a Consultation →