Rosewood Family Advisors provides a diverse range of family office services customized for ultra high net worth individuals.

Bill Pay and Accounting

Our bill pay and accounting services are customized to fit the complex needs of the ultra affluent individual.

Income Tax Planning and Compliance

Our experience and proactive approach to tax planning will help minimize your tax burden and achieve your goals.

Family Administrative Services

We provide reliable, comprehensive administrative services tailored to your family’s unique needs.

Estate and Gift Planning

Our experienced professionals will assist you in implementing and developing a successful succession plan for your family’s wealth.

Philanthropic Consulting

Our team works with you to develop a comprehensive philanthropic plan so that your wealth will have a substantial and lasting impact.

Our professionals are here to help you define and meet your financial goals.

Rosewood Family Advisors, LLP