All the Financial Advocates You Need Under One Roof
A Complete Approach to Facilitating Your Legacy
Rosehaven Family Office serves as the steward of your family’s full financial picture, with services tailored to multi-generational families who are enterprising, entrepreneurial and philanthropically minded.
Spend Time Doing What You Love
Our Expertise and Comprehensive Services Create Your Peace of Mind
Our clients value making a difference in their world and using their success to impact others. They live their lives with intention, and have exacting standards for themselves and those around them. They often have existing relationships with other strategic partners, and we take the lead role in ensuring that everyone is working together for the greatest benefit. Environmental, social and governance factors guide many of their decisions, and they strive to leave a family legacy that carries their assets and values through many generations to come.
Estate Planning and Wealth Transfer
To create a holistic plan that protects and preserves your family’s wealth for generations to come, we partner with your current estate attorney or recommend one from our network if necessary. Whether through trusts, gifting, life insurance or other tools, we collaborate to drive a strategy that’s customized to your family’s goals and needs.
Tax Planning
No planning strategy is complete without comprehensive and acute attention to tax implications. We partner with skilled tax advisors and CPAs to ensure proper tax planning and strategic execution on behalf of your family and your goals.
Portfolio Management
Guided by our fiduciary obligations, all of our actions are in your best interest. We are unwavering in our commitment to protecting and enhancing your family’s wealth by maximizing post-fee, post-tax, risk-adjusted returns. Services include:
- Integration of planning and investing
- Portfolio construction
- Portfolio monitoring, review, and adjustment
- Portfolio implementation
- Management of outside investments (private equity, private investments and real estate investments
Financial Planning
We collaborate with CFPs to create a financial plan based around your family’s needs and aspirations. Your plan becomes a roadmap we use to illustrate how your wealth is measured now and what the future could look like based on different scenarios, including spending habits and market returns, so you can maximize the impact of your assets.
Risk Management
Our goal is to make sure you and your family are always protected with the right insurance coverage from a top-quality carrier. We partner with insurance specialists, review your current policies, and make strategic recommendations for what you need as part of a fully integrated planning strategy. Our expertise includes:
- Property and casualty insurance
- Life insurance
- Long-term care insurance
Philanthropic Strategy
Leaving a philanthropic legacy is important to most of the families we serve. We understand the most efficient and effective ways to help you maximize the impact of your generosity, with expertise in strategies like:
- Donor Advised Funds
- Charitable Gift Funds
- Foundations and Charitable Legacy Trusts
Family Legacy and Governance
We believe multiple generations should be involved in legacy planning, so we take a hands-on approach to ensure everyone is well-represented and feels heard and
understood.
From helping teenagers learn about investments to identifying the most robust legal structure necessary to protect and preserve a legacy for years to come, we have the knowledge and experience to customize an approach around your family’s unique needs and goals.
Credit and Lending
As a family office, we advise our clients on both sides of the balance sheet.
This includes unbiased advice on the resourceful use of credit.
We seek out the best options based on your family’s lending requirements, including sourcing top lenders, rates, and creative alternatives to meet credit needs.
Services include:
- Securities-based lending
- Swap lines of credit
- Fixed & floating rate options
- Mortgage lending
- Aircraft and art financing
Bookkeeping
Our partners facilitate greater ease around the understanding and organization of your day-to-day financial landscape. With comprehensive reporting, bill payment, expense tracking, and more, our bookkeeping services make daily financial management and yearly or quarterly taxes easier.
