Rosewood Family Advisors
Courtney Gilbert is currently serving as a Tax Senior at Rosewood Family Advisors. Prior to this role, Courtney held positions such as Senior Tax Accountant at Cornelius & Davini, LLP, Experienced STS-R&D Tax Associate at BDO USA, LLP, and Teaching Assistant at University of California, Davis. Courtney completed a Master's in Professional Accountancy certificate at the University of California, Davis, and has a strong background in finance, event coordination, and customer service from previous roles at Harborside Health Center, The Mixing Bowl, Davis Food Co-op, and UC Davis. With a Bachelor's degree in Communication and German, Courtney's diverse skill set and educational background contribute to their success in the field of accounting and finance.
Rosewood Family Advisors
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.