What departments does Rosewood Family Advisors have?

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

What is the largest department at Rosewood Family Advisors?

The largest department at Rosewood Family Advisors is Accounting with 2 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 decreased from approximately 60 to 57 employees based on available data.

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Rosewood Family Advisors Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

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 is 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.

Find Rosewood Family Advisors employees' phone numbers or email addresses

Rosewood Family Advisors Global Highlights

North America
73

United States Of America
73

Rosewood Family Advisors's Leadership

K. B.
Partner
Mobile Phone
Email
A. U.
Director Of Philanthropy
Mobile Phone
Email
E. H.
Senior Director Of Philanthropy
Mobile Phone
Email
P. M.
Accounting Manager
Mobile Phone
Email
C. C.
Senior Tax Manager
Mobile Phone
Email
Y. C.
Accounting Manager
Mobile Phone
Email
G. S.
Senior Accounting Manager
Mobile Phone
Email
T. N.
Tax Manager
Mobile Phone
Email

Rosewood Family Advisors Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Business
Recruiting
Administrative
Other

Contact profiles from Rosewood Family Advisors

Name

Title

Contact Info

Location

Last Update

R. P.
Senior Accountant
Mobile Phone
Email
United StatesWisconsin
Apr 15, 2026
K. K.
Senior Accountant
Mobile Phone
Email
Bay
Apr 10, 2026
J. T.
Operations Senior
Mobile Phone
Email
Apr 10, 2026
I. R.
Philanthropy Associate
Mobile Phone
Email
United StatesOregon
Apr 10, 2026
P. M.
Tax Staff
Mobile Phone
Email
United StatesOregon
Aug 11, 2025
D. A.
Tax Staff
Mobile Phone
Email
United StatesOregon
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 operates in the Financial Services industry. The company's main headquarters is located in 2475 Hanover Street Suite 100 Palo Alto, California 94304 United States. 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 . 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 63 employees as of April 2026. These team members are located across 1 continents, including North America.

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

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

Partner: K. B.
Director Of Philanthropy: A. U.
Senior Director Of Philanthropy: E. H.
Accounting Manager: P. M.
Senior Tax Manager: C. C.

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