Rosewood Family Advisors
Yvonne Chung is an Accounting Manager at Rosewood Family Advisors since January 2019. Prior to that, Yvonne worked as a Senior Accountant at BMO Family Office from April 2008 to December 2018. Yvonne graduated with a Bachelor's degree from San Jose State 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.