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Rosewood Family Advisors LLP

Multifamily office listing in Palo Alto, California, United States.

Overview

Rosewood Family Advisors is a multi-family office provider serving ultra-high-net-worth individuals and families. Its services include accounting, income tax planning and compliance, estate and gift planning, philanthropic consulting, family administration, and risk services.

Services

  • Bill pay and accounting
  • Income tax planning and compliance
  • Estate and gift planning
  • Philanthropic consulting
  • Family administration
  • Risk services

Location

See more firms in California and Palo Alto.

Sources and last checked
  • Rosewood Family Advisors LLP website, rfallp.com, checked October 21, 2026
  • Family Office Club research database, 2026 edition

Last checked October 21, 2026.

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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.

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