Rosehaven Family Office

Overview

Rosehaven Family Office coordinates specialized wealth management and family office services for multigenerational families, often working alongside their existing professional advisers.¹

History

Bruce Greenwald founded his first family office in 2019, which was later renamed Rosehaven Family Office.²

Leadership

Bruce Greenwald is Founder and Managing Director. The firm says he has advised families since 1999 and brings more than four decades of experience as a banker, trader, financial professional and entrepreneur.³

Bohdan Hall is a Financial Advisor whose work includes investment management, retirement planning, tax-efficient strategies and multigenerational wealth planning. Amanda Hall is Operations Manager and has more than 25 years of financial-industry experience.³

Rosehaven coordinates a multidisciplinary team that includes tax specialists, estate-planning attorneys, portfolio managers, investment bankers and life-insurance specialists.³

Services

Rosehaven provides portfolio management, estate planning and wealth transfer, tax planning, financial planning, risk management, philanthropic strategy, family legacy and governance, credit and lending, and bookkeeping.⁴

Its portfolio management work integrates planning and investing through portfolio construction, monitoring, implementation, and management of outside private-equity, private-market and real-estate investments.⁴

Family legacy and governance services involve multiple generations, including family education and planning for legal structures that support long-term wealth preservation.⁴

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance

Client Focus

The firm serves multigenerational families it describes as enterprising, entrepreneurial and philanthropically minded. Rosehaven often coordinates its work with the families’ existing professional advisers.⁴

Approach

Rosehaven describes its approach as collaborative and specialized. The process begins with a 60-minute meeting, followed by onboarding, team coordination and ongoing engagement.¹

Rosehaven operates under the name Rosehaven Family Office as a d/b/a of OneSeven, which the firm identifies as a registered investment adviser with the SEC. OneSeven’s SEC Form CRS says it provides fee-based investment advisory services to individuals, high-net-worth individuals, trusts, charitable organizations and corporate accounts.¹

Assets and Minimums

OneSeven’s SEC Form CRS states that some programs have a $15,000 minimum investment, while others have no stated minimum. The minimum may be waived.⁵

FAQs

Related resources

• LocationMultifamily offices in Utah

  The Utah multifamily office page gives a local point of comparison for families considering services such as investment management, tax planning, estate planning and family governance. It can help a Utah family or business owner identify which capabilities, client structures and service combinations matter before contacting a firm like Rosehaven Family Office.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain language guides on wills, trusts and related estate planning decisions. A family considering Rosehaven Family Office can use these materials to prepare questions about preserving generational wealth, coordinating tax and estate plans, and involving heirs in family education.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com combines a directory with playbooks for family owned businesses. Business owners exploring Rosehaven Family Office can use it to think through ownership transitions, governance, family roles, liquidity needs and the financial planning questions that often connect a company with a family office.

• GuideOutsourced CIO vs multifamily office

  The outsourced CIO versus multifamily office page explains how these models differ in investment oversight and broader family support. Readers can compare an investment focused arrangement with needs such as tax planning, estate planning, administration, risk management and family governance.

• Similar firmsSepio Capital
  Crewe Advisors
  Solidarity Wealth

  Profiles of Sepio Capital, Crewe Advisors and Solidarity Wealth offer additional examples of firms serving affluent families and business owners. Comparing their stated services and approaches with Rosehaven Family Office's listed offerings can help a reader clarify priorities around investments, planning, philanthropy, administration and family education.

Sources

1. Rosehaven Family Office
2. Our Story
3. Team
4. Services
5. OneSeven SEC Form CRS

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.