Rosewood Family Advisors is a Palo Alto-based firm that specializes in providing a diverse range of customized family office services for ultra high net worth individuals, including bill pay and accounting, income tax planning and compliance, family administrative services, estate and gift planning, and philanthropic consulting.
With a team of experienced professionals, Rosewood Family Advisors is dedicated to helping clients define and achieve their financial goals, while minimizing tax burdens and developing successful succession plans for family wealth, ensuring a substantial and lasting impact through comprehensive philanthropic planning.
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