special services
Mosaic Special Services works across all lines of business to provide comprehensive solutions to complex challenges.
scope
Every challenge has a solution.
Special services considers the broadest possible scope of challenges and solutions.
This effort considers the entirety of both the client needs and Mosaic’s total capacity under exceptional circumstances.
Whether broad in scope or intensely niche, Mosaic’s special services is here to make you shine under the brightest spotlight.
application
Concrete applications of Mosaic’s special services to special circumstances include:
Led by their wealth advisor, an international HNW+ family required a family office from scratch in advance of fast approaching new tax requirements. Selecting jurisdictions, corporate vehicles, advisors, personnel, and vendors was complex and overwhelming. Drawing on all resources, Mosaic produced a first class solution in time.
A HNW+ client with international business interests sought financing that was unavailable from banks without branches in each jurisdiction. Changes in ownership associated with consolidation or an IPO were impractical, and local service providers were unavailable. As an ISDA member firm, Mosaic engineered an insured swap and secured international financing.
A British solicitor’s Turkish client obtained an international development agreement as the product of a liquidation. If developed, the franchise would be lucrative and would transform the client’s life. However, the client had no resources or allies to develop the opportunity. With the solicitor, Mosaic developed parallel strategies to fund and develop the project, and to safeguard the client’s private interests.
benefits
Mosaic’s advisors and clients benefit from special services in 3 ways:
Deal Flow.
Whether buying or selling, advisors and their clients add a source of rare and select opportunities, and a source of vital liquidity.
Engagement.
Special circumstances represent the ultimate stage for advisors to shine in the brightest spotlight. Mosaic supplies the resources to perform with confidence.
Credibility.
Mosaic has subject matter experts, registered firms, and pre-established relationships to enhance credibility with gatekeepers who may slow down novel efforts. These ‘on demand’ resources enhance team efforts in challenging circumstances and produce special results.
