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.

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Rosewood Family Advisors

Tina Rosado

Cayce Craven

Corey Caffarella

Adaeze Ugwu

Mary McFadden Quisenberry

Aya Ishikawa

The Accounting and Tax Team at Rosewood Family Advisors specializes in managing the financial intricacies of ultra-affluent individuals. This team handles tasks such as tax compliance, financial reporting, bill pay, expense management, payroll, and benefits administration. Their goal is to ensure that all financial matters are meticulously managed and aligned with clients' overall wealth management strategies.

Accounting and Tax Team

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Accounting and Tax Team

About

Team members

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Accounting and Tax Team

About

Team members

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