Over 40 years, Mosaic has developed the skills and resources to support you and your  advisors with a clearly defined resolution for asset preservation and growth.

Our solutions are designed from the ground up exclusively for UHNW private clients around the world and customized to your exact needs.

Only Mosaic can provide the privacy, security, and growth afforded by our asset preservation solutions developed and delivered under one roof.

Access Mosaic’s team, products, and services to meet your needs and opportunities as they develop.

Mosaic reviews your current and potential performance and your advisor’s operational capabilities to engages you both in regular and ad hoc communications, including prompt responses to your inquiries.

We recommend means of increasing value via effective comparison among comparable metrics and market participants, strategic planning and positioning, with a linear narrative explaining our analysis.

We help your advisor prepare, populate, and manage a record of your current and prospective lenders, investors, advisors, service providers, and further stakeholders, and we assist your advisor in developing strategy and preparing presentations.

We assist you and your advisor in your efforts to open accounts with custodians, banks, and other third-party institutions. 

We introduce and assist you and your advisor to open accounts with specific custodians, banks and other third-party institutions. 

We coordinate efforts with your advisor, and with your other professional services providers to produce effective and efficient outcomes and to collect KYC and due diligence materials in a reasonably secure cloud-based electronic data room.  Mosaic simplifies due diligence for all involved.    

Based on our knowledge of you and your advisor’s circumstances, we recommend prospective options in order of preference to you and your advisor, and suggest suitable approaches that fulfill duty of care and fiduciary obligations that may devolve to you and your advisor, while considering the interests of current and future stakeholders with regards to control.

Mosaic helps you and your advisor transcend portfolio management to customize comprehensive wealth management solutions, optimizing strategy and service with a broad spectrum of international capital markets and insurance resources.

Mosaic helps you and your advisor develop appropriate strategies and create vehicles to manage intergenerational wealth preservation and transfer, that draw on a broad spectrum of international capital markets and insurance resources.

Mosaic coordinates with you and your advisor to help you open accounts at custodians, banks, and other third-party institutions.

We cooperate with you, your advisor, and your accountants and auditors to supply record keeping, including bookkeeping and general accounting.

Our MOSAIC platform provides you and your advisor with a comprehensive view of all positions and transactions.  Platform access includes daily pricing for equities, ETFs, fixed income and FX, and PDF reporting for your review.

Enjoy global, secure, access to holdings, transactions, and a digital document vault in a familiar and intuitive format.

Consolidate portfolios from your different third-party custodians, banks, and advisors to oversee a broad scope of assets in one place.

Mosaic assists you and your advisor in preparing appropriate reports to consider and review yourself, and with your advisor.

We work with you and your advisor to design sophisticated management strategies and model portfolios.

We supply analytics on consolidated portfolios including asset allocation, holdings, risk measurement and performance measurement versus targets and benchmarks.

From opening accounts to publishing your statements, we manage clearing, settlement, trade breaks, corporate actions, books, record keeping, accounting, reconciliation, and reporting for you and your advisor.

Each business day Mosaic reconciles contemporaneous cash and positions for assets, and performs cash balance and position reconciliations to the custodian or clearer’s information.

We work with you and your advisor to create suitably detailed financial reports and projections, and we maintain certain financial records, including those pertaining to assets belonging to your clients.  Our records assist in tracking trading activity, financial payments and deposits, interest and dividend payments and receipts. 

Mosaic ensures proper set up and processing of automated postings of corporate actions (including, but not limited to stock splits, reverse splits, spin offs, mergers & acquisitions, bond calls, tender offers, ticker/CUSIP changes, income/paydown processing).  We track, manage, and adjust corporate actions exception processing, and communicate with your advisor and relevant parties. We also consult with your advisor vis-a-vis corporate actions oversight and corporate actions special circumstance processing.

Mosaic manages secure invoicing, billing, and order entry for your advisor throughout your accounts.  

Mosaic sets up/adds new instruments, processes daily price files, sets up/adds index data, and manages asset classification.

Engage Mosaic’s international analysts to help support your research into specific countries, industries, and/or investment opportunities.

We help you and your advisor develop and evaluate custom solutions for due diligence, corporate finance, and financial engineering.

At your request, Mosaic’s senior personnel will attend meetings with you, your advisor, and your current and prospective lenders, investors, advisors, attorneys, accountants, auditors, advisors, service providers, and further stakeholders where time and distance permit.

We discuss with you and your advisor the merits of working with specific lenders, investors, advisors, attorneys, accountants, auditors, vendors, and further stakeholders, and determine the best timing and method to initiate meetings. We work with you and your advisor to determine what information can be shared with each party, and contact prospective contributors, securing confidentiality agreements from each as necessary, and as determined by Mosaic.

Life insurance, insurance products, and coverage for any asset - homes, art, jets, yachts, portfolios, and major international infrastructure projects.

We coordinate third party services including property management, bill payments, and concierge services to serve you.