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Family Office - Multi • Palo Alto, United States

Rosewood Family Advisors

Rosewood Family Advisors is a family office - multi based in Palo Alto, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

Family Office - Multi
Investor Type
Palo Alto, United States
Headquarters
About

Rosewood Family Advisors

Rosewood Family Advisors LLP provides an integrated suite of services customized to fit the needs of high net worth individuals. From tax planning to estate management, philanthropic advising to lifestyle management, our team of professionals will help you meet your financial goals.

Investment Focus

What Rosewood Family Advisors Invests In

Investment types: Philanthropy, Joint Venture/Partner

Sectors & themes: Wealth & Estate Planning, Trust Management, Legal & Tax Services, Investment Management, Debt Management, Fund of Funds, Capital Markets, Charitable Investments Finance, Financial Services, Traditional Investments (Liquid Assets), High-Level Sectors, Non-Profit

Preferred geographies: United States

Location: 2475 Hanover Street\nSuite 100\nPalo Alto\nCalifornia\n94304\nUnited States

Contact Rosewood Family Advisors

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.