Rosen, Sapperstein & Friedlander, LLC

Rosen, Sapperstein & Friedlander, LLC, based in Towson, US, specializes in comprehensive advisory and accounting services for family offices and middle-market organizations, focusing on tailored solutions that meet complex financial needs. Rosen, Sapperstein & Friedlander, LLC (RS&F) provides advisory and accounting services, particularly for family offices and ultra-high-net-worth families. The firm was recently acquired by Frazier & Deeter, LLC in December 2025, although financial terms were not disclosed. RS&F operates from its headquarters in Towson, US, and has executed 1 deal to date.

Rosen, Sapperstein & Friedlander, LLC (RS&F), now part of Frazier & Deeter, specializes in offering comprehensive advisory and accounting services tailored for family offices, ultra-high-net-worth families, and middle-market organizations. Their core product offerings encompass tax and business consulting services, as well as financial advisory solutions designed to address complex family wealth management and organizational needs. The firm provides resources such as Suralink for document sharing and TaxCaddy for secure online access to tax-related information, enabling clients to manage their financial affairs efficiently. RS&F serves a diverse clientele across various geographical markets, including major metropolitan areas in the United States, where they aim to support families and businesses in navigating their financial landscapes effectively.

The revenue model for RS&F primarily revolves around providing professional services to their clients, which include family offices and middle-market businesses. Transactions typically occur through fee-based arrangements for consulting and advisory services, with clients engaging the firm on a project basis or through retainer agreements. The firm may also facilitate payments through various methods, including credit cards and bank transfers, ensuring a seamless transaction experience. While specific pricing structures for their services are not disclosed, RS&F's offerings are structured to cater to the sophisticated needs of their clientele, reflecting the complexity and customization of the financial solutions provided.

In December 2025, Frazier & Deeter, LLC acquired Rosen, Sapperstein & Friedlander, LLC, which will facilitate the expansion of RS&F's services and geographic reach. The acquisition aligns with RS&F's strategy to enhance its offerings and penetrate new markets. The firm is expected to leverage its resources to design and launch new products aimed at family offices and similar entities, ensuring they meet the evolving needs of their clients.