Our professionals are here to help you define and meet your financial goals. Rosewood Family Advisors provides a diverse range of family office services including tax compliance, bill pay and expense management, philanthropic advising, and estate planning. Our integrated suite of services are customized to fit the many needs of ultra-affluent individuals and their complex lifestyles. We assist in developing solutions for every phase of our client’s financial matters.

Rosewood Family Advisors provides the following services:

• Bill Pay and Accounting
• Income Tax Planning and Compliance
• Family Administrative Services
• Estate and Gift Planning
• Philanthropic Consulting