Danielle Roseman

Danielle Roseman is a Managing Director and Co-Head of Lazard Family Office Services, a division of Lazard Asset Management that provides comprehensive wealth management services to sophisticated families.12

Career Background

Roseman began her career at Goldman Sachs, where she worked on the mortgage desk during the 2008 financial crisis.1 This experience provided her with valuable insights into financial markets during turbulent times. After leaving Goldman Sachs, she joined Truvvo Partners, a firm specializing in strategic advice, wealth planning, and investment management for families.3

In March 2023, Lazard Asset Management acquired Truvvo Partners, creating Lazard Family Office Partners. As part of this acquisition, Roseman and her colleagues from Truvvo joined Lazard, where she now serves as a Managing Director and Co-Head of Lazard Family Office Services.3

Role and Expertise

At Lazard Family Office Services, Roseman focuses on providing operational value to families and leveraging operational support as a key skill set.1 Her areas of expertise include:

• Family office operations
• Technology stack implementation
• Data consumption trends
• Family governance
• Asset documentation and tracking

Roseman is particularly adept at addressing the complex needs of multi-generational wealthy families, offering services that go beyond traditional investment management.12

Industry Perspective

Roseman has shared insights on various aspects of family office management, including:

• The evolution of client service engagement models, particularly in relation to next-generation clients
• The balance between insourcing and outsourcing services for family offices
• The importance of technology in streamlining family office operations
• Cross-generational wealth transfer and governance issues

Her expertise makes her a valuable resource for those working with or interested in learning about family offices and their unique operational challenges.12