Rosewood Family Advisors
Heidi Zhou, CPA is a Senior Tax Manager at Rosewood Family Advisors with experience at CTC | myCFO as a Tax Manager and Senior Accountant. Prior to that, Heidi worked at Rio Chao, CPA as a Tax Staff. Heidi holds a Master of Science in Accounting and Finance from Golden Gate University and a Bachelor of Science in Business with a focus on International Business from Hunan University.
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.