What departments does Rosewood Family Advisors have?

Rosewood Family Advisors has employees across 4 departments including Accounting, Operations, Research, Business.

What is the largest department at Rosewood Family Advisors?

The largest department at Rosewood Family Advisors is Accounting with 6 employees.

Where are Rosewood Family Advisors employees located globally?

Rosewood Family Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Rosewood Family Advisors's team size changed over time?

Rosewood Family Advisors's team has remained stable from approximately 60 to 60 employees based on available data.

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Rosewood Family Advisors Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Rosewood Family Advisors is a mid-sized financial services firm focused on family-office needs. It is based in Palo Alto, California. The firm offers an integrated suite of services, including tax compliance, bill payment and expense management, philanthropic advising, and estate planning. The services are customized to address the complex requirements of ultra-affluent families, supporting financial decision-making across different life stages.

Operating within the financial services industry, Rosewood Family Advisors coordinates multiple elements of wealth management for its clients. Its model emphasizes ongoing, integrated solutions rather than isolated transactions, aiming to provide coordinated oversight for the client’s financial matters in every phase of life.

Rosewood Family Advisors Global Highlights

North America
75

United States Of America
75

Rosewood Family Advisors's Leadership

K. B.
Partner
Mobile Phone
Email
P. M.
Accounting Manager
Mobile Phone
Email
C. C.
Senior Tax Manager
Mobile Phone
Email
C. G.
Senior Tax Manager
Mobile Phone
Email
Y. C.
Accounting Manager
Mobile Phone
Email
C. B.
Tax Senior
Mobile Phone
Email
K. K.
Senior Accountant
Mobile Phone
Email
J. T.
Operations Senior
Mobile Phone
Email

Rosewood Family Advisors Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Business
Recruiting
Other

Contact profiles from Rosewood Family Advisors

Name

Title

Contact

Location

Last Update

K. B.
Partner
Mobile Phone
Email
Oct 18, 2024
P. M.
Accounting Manager
Mobile Phone
Email
Bay
Oct 09, 2026
C. C.
Senior Tax Manager
Mobile Phone
Email
Bay
Apr 15, 2026
C. G.
Senior Tax Manager
Mobile Phone
Email
Bay
Oct 16, 2026
Y. C.
Accounting Manager
Mobile Phone
Email
Bay
Nov 18, 2025
C. B.
Tax Senior
Mobile Phone
Email
Jun 27, 2026
K. K.
Senior Accountant
Mobile Phone
Email
Bay
Aug 24, 2026
J. T.
Operations Senior
Mobile Phone
Email
Apr 10, 2026
G. Z.
Education Research Specialist
Mobile Phone
Email
Oct 21, 2024
S. B.
Global Strategy & Legacy Architecture
Mobile Phone
Email
Apr 10, 2026

Frequently Asked Questions

What is Rosewood Family Advisors known for?

Rosewood Family Advisors was founded in 2019 and operates in the Financial Services industry. Explore Rosewood Family Advisors's company overview page for more information.

What is Rosewood Family Advisors's most common email format?

Rosewood Family Advisors employees' email format typically follows the pattern of First@rfallp.com. Trying to find reliable and up-to-date employee contact data? Find more Rosewood Family Advisors email formats with LeadIQ.

How many employees does Rosewood Family Advisors have currently?

Rosewood Family Advisors has approximately 67 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Rosewood Family Advisors's key employees and leadership?

As of October 2026, Rosewood Family Advisors's key employees include:

Partner: K. B.
Accounting Manager: P. M.
Senior Tax Manager: C. C.
Senior Tax Manager: C. G.
Accounting Manager: Y. C.

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Rosewood Family Advisors Employee Directory

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