Our client’s family shared $200MM among 3 generations.

Half a dozen wealth managers advised family members with periodic conflicts and without generating efficiencies of scale. 

Working with Mosaic our client made a case for a family office to everyone, and consolidated his family’s interests to enhance services and to reduce costs.  Mosaic advised on structure and formation, and helped hire staff while providing administrative and financial services throughout.

Our client is an established deposit taking bank with thousands of depositors.

Adding wealth management for HNW+ customers was an obvious step to expand both the business and the brand, but easier said than done. 

Mosaic provides a comprehensive HNW+ wealth management solution that contributes to our client’s relationships with 100 HNW+ customers and to the bottom line, without disrupting the core business.

Our client left private banking at a bulge bracket firm 20 years ago to launch his own business. His book now includes 10 prominent Latin American families and the vast scope of their economic interests. 

Sustaining very high service levels is vital to satisfying his clients and resisting probes from big banks. 

Mosaic supports our client with a team of middle- and backoffice veterans, as well as analysts, investment bankers, and corporate specialists to serve his clients’ immediate needs and to originate new proposals for broader mandates. 

Five of our client’s closest school friends live around the world and called on him to manage their finances.

He’s intelligent and well trusted, but not formally trained in wealth management.  He didn’t know where to start.

Working with us, he focuses on keeping up with his friends, delegating responsibilities to Mosaic, and keeping everybody on the same page with the MOSAIC platform.

Our client is an attorney counselling international clients. 

He’s regularly called on to recommend vendors and service providers around the world - often in markets he doesn’t know.

Working with Mosaic, he can make a single phone call to meet his clients’ needs, and the opportunity to offer faster and more comprehensive services without ‘cold call’ delays.

Our client was an advisor at the same wealth management boutique for 10 years before his firm started breaking up. 

It started with delayed bank transfers, developed into >6 months to onboard new clients, and ended with sharply restricted transfers that kept his clients from their money and endless bitter phone calls. 

Fortunately, he developed an early relationship with Mosaic for Special Purpose Vehicles that couldn’t be executed fast enough at his old firm.  When the time came for his clients to turn to safer custody, he arranged for a seamless transition to Mosaic.

Our client managed portfolios for himself and his friends in their own accounts under power of attorney and trading authority. 

He enjoys portfolio management, he is successful in the market, and he started attracting more subscribers.  He didn’t want to say ‘No’ to anyone, but he faced more people than he felt comfortable managing on his own. 

Mosaic offered two solutions to keep his focus on great performance - his choice of a brand new fund in his name, or a portfolio management mandate within an existing fund - in either case, he managed the portfolios while Mosaic managed the administration.

Our client retired as CEO to focus on advising some former clients and competitors.

His old firm was profitable, but operating expenses ran >$1 million for a dozen staff, overhead, and systems.

Launching his own 'private office', he focused on relationships, took on bigger clients with more AUM, and reduced expenses by $750,000 by delegating non-core responsibilities to Mosaic's team. 

Our client is a Caribbean broker dealer working with 100 HNW clients.

It’s nearly impossible to hire enough personnel for middle- and backoffice roles who are capable of meeting the expectations of management, clients, and correspondent financial institutions.

Our client thrives by focusing on management, sales, and compliance locally, while outsourcing every other function to Mosaic’s team in Utah. 

Our client is an accountant and wealth advisor working with a wide variety of local clients.

As some of his clients expanded elements of their businesses abroad, he was called on to recommend foreign vendors and service providers with which he was unfamiliar and whose fees seemed high.

Together, we developed a platform so that he could initiate his clients’ plans, monitor their progress, and support their work on mergers and acquisitions, international expansion, redomiciling, financial engineering, and fund administration while working with Mosaic as a single trusted partner.

Our client works with HNW+ families establishing new residences across borders. 

Managing the international impact of transferring assets and capital distribution in the contemporary legislative and regulatory environment is a full time job.

Mosaic coordinates subject matter experts around the world to deliver optimal outcomes for families on the move.

Asset protection the foundation of our clients' work as wealth advisors.

Staying current on best practices for safekeeping assets in the contemporary legislative and regulatory environment is a full time job.

Mosaic counsels our clients on the most effective dynamics between trusts, funds, insurance, and registered financial institutions to produce optimal asset protection for every client. 

Privacy in geopolitically unstable environments is a matter of life and death.

Kidnapping and ransom are the practical outcomes of a failure in planning and a loss of privacy.

Mosaic has decades of experience preserving privacy, safety, and liberty for families around the world.  Our solutions include appropriate corporate structures in responsible jurisdictions, and comprehensive insurance for the unthinkable. 

Our clients are always looking for a broader selection of deal flow to show HNW+ investors.

Deal flow is the most requested feature of HNW+ clients but advisors with limited access and little time to research non-correlated investments, high yield instruments, and alts, struggle to compete with offers from bulge bracket banks.

Mosaic offers curated choices for our clients to review rare and select opportunities with their own HNW+ clients.

Our client wanted to develop a $100MM debt facility to fund yacht construction and purchases in the Caribbean and Latin America.

Few lenders support international borrowers, and even fewer support new yacht construction. 

Working with Mosaic and another Mosaic client, we put together a groundbreaking facility to lend to qualified borrowers in record time.

Some HNW+ families demand a wide range of legacy planning solutions - from information, to planning, to fulfillment. 

Staying current on best practices in the contemporary legislative and regulatory environment across multiple jurisdictions is a full time job.  Delivering the goods is even harder.

Our clients work with Mosaic to make the most of the dynamics between trusts, funds, insurance, and our registered financial institutions to protect assets, distribute capital, and sustain wealth for their HNW+ clients today and for generations to come.