Renfroe Holdings¶

Family-office knowledge base for Austin Renfroe. Entities, accounting, decisions, and source documents — one place, current.

What needs my attention? → State of everything

17 entities

~$25M portfolio gross

7 active mandates

3 jurisdictions (US · MX · JP)

What this is¶

Austin's working knowledge base — the place his Claude sessions and his advisors come to look up what's currently true about each entity, each bank account, each open matter. Entity records, banking snapshots, tax-prep working papers, decision history, source-document indexes. Dated, cross-referenced, kept current.

Audience: Austin, the Claude sessions he runs, and the advisors he's specifically onboarded. Not public.

Browse by section¶

Start here ¶

Single-doc state-of-everything. The bootstrap read for any new session or advisor.

Entities ¶

17-entity stack across the US, Mexico, and Japan — standardized per-entity profiles + ownership hierarchy.

People ¶

Principal, family, internal staff, and external counterparties (CPA, MX accountant, JP accountant, MX/UK/JP/US legal counsel, banking contacts).

Decisions ¶

Append-only log of every substantive decision, with sources and supersession trail.

Accounting ¶

Chart of Accounts, vendor mappings, intercompany ledgers, per-property reconciliations. Xero is the books-of-record.

Banking ¶

Per-institution detail (Brex, Santander MXN, JPMorgan Chase, Tokyo Star, Wells Fargo, Coinbase). Plus the Monarch coverage map.

Legal ¶

Active matters — Cindy consignación, Withers London portfolio, draft intercompany agreements, advisor contract gaps.

Tax ¶

2025 filing prep, compliance calendar, NOL preservation, FBAR analysis, strategy library.