FAQs
10 answers in 5 minutes to learn about Mosaic, and about working together.
Who is Mosaic?
Since 1983, Mosaic has served ultra-high net worth advisors and their clients around the world as a global financial institution.
What does Mosaic sell?
Mosaic sells access to our team, to our global financial institutions, and to our elite asset preservation products custom engineered for independent advisors and their private clients.
Who works with Mosaic?
We work with independent advisors - attorneys, accountants, private bankers, wealth managers, financial planners, and family offices - to serve their ultra-high net worth private clients.
What does Mosaic really do?
Mosaic coordinates the complex dynamics of international capital markets, insurance, and professional services to meet challenges and seize opportunities under one roof with advisors and their ultra-high net worth private clients.
How does this work?
Your 1:1 relationship with us starts on Day 1. In phone calls and meetings, we listen to you and develop a proposal to support your needs with an appropriate solution. We start only when we are on the same page and you give us the green light.
Do you matter to advisors?
Yes. Advisors value their easy 1:1 relationship with us, the scope of advice, products, and services we offer, and their total control of their own client relationships. We never compete for your clients.
Do you matter to my clients?
Yes. Private clients enjoy an enhanced relationship with their primary advisor, and a single point of contact for elite wealth solutions financially engineered for their needs under one roof.
Why work with Mosaic?
There are lots of tangible benefits described here and in more material, but intangible factors might matter most: We’re great guys for good guys!
How do you support me?
We support you with a 1:1 relationship to simplify your access to highly competitive services, and elite asset preservation solutions.
How do I benefit?
You benefit from a better and easier solution for global asset preservation and growth. You benefit from accessing simplicity everywhere with Mosaic.
