Bruce Greenwald, Founder and Managing Director of Rosehaven Family Office, joined RIA Channel at Morgan Stanley’s Second Annual “Integrated Firm Summit” to discuss the importance of an integrated approach to preserving generational wealth for ultra-high-net-worth families.
Greenwald founded Rosehaven Family Office in 2019 after recognizing a need for more comprehensive wealth management. Beyond investments, the firm works alongside attorneys, accountants, and other professionals to address tax, estate, insurance, and generational planning. Rosehaven also customizes its fee structure based on each family’s needs, with the goal of structuring fees in a way that may also provide tax benefits.
Drawing on his own family’s experience with generational wealth, Greenwald emphasizes the importance of proper guidance in helping families preserve wealth not just for the third generation, but for the fourth, fifth, and beyond. He describes Rosehaven as a “financial quarterback,” coordinating with a family’s broader team of professionals to address needs beyond investment management.
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