rosmead partners
Services
We offer a comprehensive range of financial services tailored to meet your needs.
Private Wealth Consulting
Rosmead Partners is an independent financial consulting firm. It assists family offices, funds and high net worth individuals.
Financial Planning
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Investment Advisory
Our investment advisory services help you navigate the complex world of financial markets, by providing expert advice and access to a broad range of investment opportunities, including traditional and alternative asset classes.
Estate Planning
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Risk Management
We evaluate your current risk exposure and implement strategies to mitigate risk and protect your financial assets.
Private Wealth Services
Investment Consultancy
Rosmead Partners can provide advice on investment strategies, asset allocation, and portfolio management to help the family office achieve its financial objectives.
Governance & Succession Planning
Rosmead Partners can help the family office develop a governance framework that ensures effective decision-making, risk management, and accountability.
Additionally, Rosmead Partners may assist with succession planning to ensure a smooth transition of leadership and management to the next generation.
Philanthropy & Social Impact
Rosmead Partners help the family office develop and implement philanthropic strategies that align with the family's values and goals. This may involve identifying suitable causes and organizations to support, as well as developing effective giving strategies.
Tax & Estate Planning:
Rosmead Partners can arrange advise for the family office on tax-efficient investment strategies and estate planning strategies to ensure the efficient transfer of wealth to future generations.
rosmead partners
Services
We offer a comprehensive range of financial services tailored to meet your needs.
Private Wealth Services
Governance & Succession Planning
Rosmead Partners can help the family office develop a governance framework that ensures effective decision-making, risk management, and accountability.
Additionally, Rosmead Partners may assist with succession planning to ensure a smooth transition of leadership and management to the next generation.
Investment Consultancy
Rosmead Partners can provide advice on investment strategies, asset allocation, and portfolio management to help the family office achieve its financial objectives.
Tax & Estate Planning:
Rosmead Partners can arrange advise for the family office on tax-efficient investment strategies and estate planning strategies to ensure the efficient transfer of wealth to future generations.
rosmead partners
Capital Introduction
Capital introduction services are provided by Rosmead Partners, to help connect family offices, hedge funds and other alternative asset managers with potential investors. These services can include:
Introductions to Institutional Investors
Rosmead Partners can introduce hedge funds to institutional investors, such as pension funds, endowments, and foundations, that may be interested in investing in alternative assets.
Roadshows
Rosmead Partners can arrange roadshows where hedge fund managers can meet with potential investors in different cities or regions.
Database access
Rosmead Partners can provide hedge funds with access to their investor databases, which can help them identify potential investors that may be a good fit for their investment strategy.
Marketing Support
Rosmead Partners can provide marketing support to hedge funds by helping them create marketing materials and pitch books that can be used to attract potential investors.
Due Diligence Support
Rosmead Partners can help hedge funds prepare for investor due diligence by providing guidance on what investors typically look for during the due diligence process.