Rosewood Family Advisors LLP provides an integrated suite of services customized to fit the needs of high net worth individuals.

From tax planning to estate management, philanthropic advising to lifestyle management, our team of professionals will help you meet your financial goals.

Bill Pay Services

  • Bill payment
  • Bookkeeping
  • Reporting
  • Cash flow planning
  • Family banking borrowing
  • Risk management and insurance
  • Corporate accounting
  • Trust accounting
  • Partnership accounting

Income Tax Planning and Compliance

  • Income tax planning
  • Implementation of tax strategies
  • Tax return preparation
  • Managing taxing authority audits

Family Administrative Services

  • Coordination of in-house services and related activities
  • Management of major assets: real estate, artwork, aircraft, yacht, etc.
  • Administrative support
  • Family meeting coordination
  • Family education

Estate and Gift Planning

  • Understand goals
  • Review existing plans
  • Develop strategies
  • Quarterback implementation
  • Asset protection considerations
  • Trust planning
  • Periodic updates

Philanthropic Consulting

  • Foundation administration
  • Coordinate resources for grant making
  • Investment strategy and monitoring
  • Tax and information return preparation
Rosewood Family Advisors, LLP