About Us

At Rosewood Team, our boutique family office helps clients protect and grow their wealth responsibly. We provide tailored investment strategies, legacy planning and guidance on charitable giving, all while staying true to the values that matter most to each family.

Our Story

Rooted in traditions and operating as an independent family office, we combine decades of financial expertise with a deep respect for sustainable growth. As a boutique firm, we focus on nurturing long-term client relationships from day one, recognising that every family’s needs, aspirations and values are unique.

Our Purpose

Whether safeguarding assets for future generations or identifying impactful investment opportunities, our purpose as an independent firm is to provide trusted guidance that aligns with your vision of a successful legacy. We see wealth as more than a balance sheet – it is a resource that empowers our clients and the causes they care about for years to come.

Our Vision

We aspire to guide families who want to protect their legacies while making a meaningful difference worldwide. By blending ethical investment strategies with a dedication to philanthropy, we strive to create long-term value that benefits both our clients and society.