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.

Family

Health Care

Personal Finance

Professional Services

Rosewood Family Advisors

Tina Rosado

Cayce Craven

Corey Caffarella

Adaeze Ugwu

Mary McFadden Quisenberry

Aya Ishikawa

Accounting and Tax Team

Teams at Rosewood Family Advisors

Accounting and Tax Team