Rosen, Sapperstein & Friedlander, LLC

RS&F is the leading advisory and CPA firm for single family offices, ultra-high net worth families, and middle market organizations. Our planning team supports family offices to implement or restructure complex and sophisticated organizations that enhance family wealth preservation, risk mitigation, succession, and unity. In addition, our team provides a range of tax and accounting compliance and bespoke solutions to address the unique needs of each family member.
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This information provided by Rosen, Sapperstein & Friedlander, LLC

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This information provided by Rosen, Sapperstein & Friedlander, LLC

What are your firm's mission,vision and values?: 

Mission: We are on a journey with our team, clients, and community as trusted partners, helping them thrive, supporting their success, and making sustainable impact. Together, we care, we grow, and we achieve!

Values: Accountability, Compassion, Commitment, Innovation, Empowerment and Team.

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This information provided by Rosen, Sapperstein & Friedlander, LLC

Background

Year Firm Established: 
1979

Stats

As of date: 
Monday, October 30, 2023
Primary Generations Served: 
G1
G2
G3
G4
G5+
Total Employees: 
95

See the Glossary for definitions of these metrics.

FOX Knowledge Center Contributions: 

No contributions were found.

Contact

Jeffrey Rosen
Managing Partner
410.581.0800
Company Website

Headquarters

Headquarters: 
405 York Road
Towson  Maryland  21204
United States

Category

Category: 
Accounting & Tax
Audit & Internal Controls
Valuation & Appraisal Services
Bill Paying & RecordKeeping
Tax Planning

Advisor Type(s)

Advisor Type(s): 
Accounting & Tax
Audit & Internal Controls
Valuation & Appraisal Services
Bill Paying & RecordKeeping
Tax Planning

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