Rosewood Family Advisors LLP
Rosewood Family Advisors LLP is a Palo Alto-based firm that offers a variety of family office services specifically designed for ultra high net worth individuals. Their comprehensive approach includes bill pay and accounting, income tax planning, estate and gift planning, and philanthropic consulting, all tailored to meet the unique needs of affluent families.
The firm prides itself on its experienced team, which is dedicated to helping clients achieve their financial goals through customized solutions. With a commitment to providing reliable administrative services, Rosewood Family Advisors aims to ensure that their clients' wealth has a lasting impact.
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