An attorney serving growing clients is called on to find and recommend service providers around the world.

“With one phone call to Mosaic, I can meet my clients’ needs with confidence by offering a fast and comprehensive solution, without delays from cold calls and further due diligence.” 

benefit:  global access

The retired CEO of a boutique investment bank works with select former clients.

“Mosaic’s ‘private office’ supports me with global resources to win more mandates, and costs $750,000 less than the >$1,000,000 OPEX for staff, overhead, and systems at my old firm.”

benefit:  good business

A private banker focused on portfolio management, tires of staying current on best practices and contemporary standards of administration.

“I can 100% focus on client needs when Mosaic supports my firm with comprehensive briefings and counsel on effective strategies and solutions, and active administration.”

benefit:  total focus

A Brazilian advisor’s new clients have assets that can’t be held locally.

“Mosaic supported me by creating a foreign-registered and quoted fund for my clients’ international holdings, and by encouraging me to serve as a sub-manager.”

benefit:  360-degree solution

Officially retired for 20 years, a banker still works with 10 prominent families courted by bulge bracket banks.

“I enjoy great relationships with a vast scope, and Mosaic’s team helps me compete with elite products and services so that I can generate new proposals, win mandates, and exceed my clients’ expectations.”

benefit:  service quality

3 generations, $200MM, endless conflicts.

An heiress in constant public battles with siblings calls on Mosaic to present a case in the boardroom for a family office “…they consolidated our interests, reduced costs, and improved our service. Mosaic took the lead in formation, administration, and financial services all under one roof.”

benefit:  resolution

Tech bros call on a trusted but untrained friend.

“Mosaic’s team helped to guide and support me with comprehensive products and services for me and my friends, and by building asset preservation vehicles suitable to our specific needs.”

benefit:  1:1 relationship

A businessman sells his business, and graduates to managing $60 million of friends-and-family money alongside his own.

“Mosaic is the partner I need to ‘ride shotgun’ by respecting me and my experience, supporting my decisions, and by developing a tax efficient vehicle for my interests and responsibilities.”

benefit:  respect

A public figure has an urgent need for asset preservation and tax optimization.

“Mosaic’s tailor-made products and strategies work perfectly to accommodate privacy, global assets, different asset classes, control provisions, and my client’s wishes.”

benefit:  fast and flexible

A financial planner’s private clients are expanding their businesses abroad.

“Mosaic’s solid team of advisors and local partners around the world support me and my clients with basic research, plan development, local execution, and oversight around the world.”

benefit:  boots on the ground

An offshore broker dealer (BD) needs support from highly qualified personnel.

“Mosaic’s team supports >1,000 high net worth (HNW) accounts through business process outsourcing (BPO), and exceeds the expectations of my board, management team, regulators, clients, and correspondent financial institutions’ expectations.”

benefit:  essential support

A portfolio manager needs airtight security for digital assets.

“Mosaic’s asset preservation solutions provide privacy, security, and custody for all asset classes, including digital assets and cryptocurrencies. By adopting a registered fund as our SPV, and Mosaic’s policy recommendations, our team and our investors gained a better, safer, investment.”

benefit:  asset preservation