Rosewood Family Advisors
Leticia R. Halas, J.D., LL.M. serves as the Tax and Recruiting Manager at Rosewood Family Advisors since December 2018, having previously held roles as Senior Tax Associate and Tax Associate at BMO Family Office from March 2015 to December 2018. Leticia's early career includes experience as a Legal Extern at the Internal Revenue Service and internships at Phillips, Erlewine & Given LLP, the California State Board of Equalization, and the Oakland Raiders. Leticia holds a Master of Laws in Taxation and a Doctor of Jurisprudence from Golden Gate University, along with a Bachelor of Arts in Human Communications from California State University, Monterey Bay, and an Associate of Arts from Allan Hancock College.
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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.