LP Profile

The Rose VFO

Multi Family Office (MFO)Scottsdale, United States
Scottsdale
Headquarters
Investment Focus

About The Rose VFO

The Rose VFO is a multi-family office serving families with a net worth of about $10 million , business owners with $1.5 million in gross sales, 6+ figure in tax clients and executives earning $1 million or more . It offers several options for professionals seeking business exit strategies, estate planning, progressive and not widely known tax strategies, or retirement savings, as well as anyone wanting more advanced planning than a current CPA provides.

Preferred Investment Types

Mergers & Acquisitions/BuyoutsAsset Disposition

Preferred Sectors & Themes

Retirement PlanningLegal & Tax ServicesWealth & Estate PlanningInvestment Management FinanceFinancial Services

Preferred Geographies

United States
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FAQ

Frequently asked questions

What type of investor is The Rose VFO?

The Rose VFO is a multi family office (mfo) based in Scottsdale, United States.

Where is The Rose VFO headquartered?

The Rose VFO is headquartered in Scottsdale, United States.

What does The Rose VFO invest in?

The Rose VFO focuses on Mergers & Acquisitions/Buyouts, Asset Disposition, Retirement Planning, Legal & Tax Services, Wealth & Estate Planning, Investment Management Finance, Financial Services.

How can I contact The Rose VFO?

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