Rosewood Family Advisors

  • Financial Services
  • Palo Alto CA
  • 46 employees
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Company Overview

Headquarters
2475 Hanover St, Palo Alto CA
Website
rfallp.com
Employees
46
Industry
Financial Services
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Financials & Stats

Revenue

$50B

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Who is Rosewood Family Advisors

Rosewood Family Advisors is a family office services provider headquartered in Palo Alto, California. The company employs 46 individuals and generates annual revenue of $50 million. Rosewood Family Advisors offers a comprehensive suite of services tailored to ultra-affluent individuals and their families. These services encompass tax compliance, bill pay and expense management, philanthropic advising, and estate planning. Their goal is to develop customized solutions that address the diverse financial needs of their clients throughout various life stages. Their integrated approach allows them to provide a holistic view of their clients' financial matters, offering expert guidance and support in navigating complex financial landscapes. For inquiries or to learn more about their services, please visit Rosewood Family Advisors' website at rfallp.com.

Company Leadership

Susanna Poonsf

Head of Philanthropy

Phone Email

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FAQ

What is the location of Rosewood Family Advisors's headquarters?
The headquarters of Rosewood Family Advisors are situated at 2475 Hanover St, Palo Alto CA
What is Rosewood Family Advisors's official website?
The official website of Rosewood Family Advisors can be found at rfallp.com.
What is Rosewood Family Advisors's current revenue?
As of June 2023, Rosewood Family Advisors's annual revenue reached $50B.
How many employees does Rosewood Family Advisors currently have?
Rosewood Family Advisors employs approximately 46+ people as of June 2023
Which industries is Rosewood Family Advisors primarily operating in?
Rosewood Family Advisors operates in the following industries: Credit, Finance
Who is the Head of Philanthropy of Rosewood Family Advisors?
Rosewood Family Advisors's Head of Philanthropy is Susanna Poonsf

Employee Directory

Key Employees

Cayce Craven

Partner

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Erin Harrington

Director of Grants and Operations

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Maddie Wallace

Operations Coordinator

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