WE FILL A VOID FOR SUCCESSFUL FAMILIES


Our goal is to be known as the preeminent source of advice for successful families seeking objective guidance on protecting, maintaining, and transferring wealth to the next generation. Mosaic Advisor’s commitment to a very small demographic has honed our skills and expertise in areas many advisors have either outsourced or vacated.


WE ADVISE FAMILIES WITH SIGNIFICANT
RESOURCES AND COMPLEX NEEDS


Our clients include corporate executives, entrepreneurs, and families with multi-generational wealth. Generally, these families are concerned with one or more of the following: asset protection, estate taxes, business succession, family governance, and charitable giving.

Planning has to do with everything you own and everyone you care about


OUR INTEGRATED PROCESS YIELDS
MEASURABLE RESULTS


Planning transcends the conversation of retirement modeling or tax efficiency and delves right into the heart of the issue, which is how to protect the people and causes that are most important to our clients. Mosaic’s comprehensive and coordinated efforts are combined with the assurance that your plan will actually get implemented and adhered to over the long term.


EVERYONE IS A "PLANNER" WHEN
YOU HAVE LIQUIDITY


In our experience, advisors often morph into “planners” when liquidity either exists or is on the horizon. By contrast, Mosaic’s approach takes into account both liquid and illiquid holdings such as operating businesses, real estate, oil and gas interests, and concentrated stock positions. Planning for illiquid assets is difficult, requires substantial time and expertise, and is the cornerstone of our business. We know of no other advisor who has built their practice advising families with illiquid holdings and hard to value assets. This is the core of our practice – when planning can be its most impactful.


THE "ADVICE BUSINESS" IS BROKEN


Mosaic was built upon a premise that compensation and motivation are inextricably linked together. The billing structure and commission-based earnings of many professionals limit their ability to expend the time and energy necessary to design, implement and maintain a comprehensive plan. Our flat fee billing structure means that we have no motivation to recommend any particular tool or technique – our only goal is to objectively share their pros and cons. Though most proclaim an advice-driven practice, the reality is that transactions and product sales are much more common than objective guidance. Mosaic’s business model is centered on fee-based planning advice and meant to last a lifetime.


CLIENTS VALUE OUR ADVICE


In the financial services industry, planning fees are typically nominal and tend to be loss-leaders designed to generate other sources of revenue. By contrast, Mosaic charges an appropriate flat fee for advice based upon the scale and scope of the endeavor. Our business model allows us to patiently focus on planning from inception through implementation and ongoing plan maintenance. This creates an objective relationship with our clients and aligns our mutual interests. When making recommendations, our sole motivation is because we truly believe it benefits our clients.

We have a long-term philosophy regarding both
our business and our clients and focus on relationships
versus transactions.


WE CAN IMPROVE YOUR EXISTING PLAN


Though many successful families and entrepreneurs truly believe they are “fairly well-planned”, the majority of planning we review tends to be lacking. The crown jewel of a family’s wealth, whether a closely-held business or concentrated holding, many times is the least planned for and most vulnerable asset. Despite a talented team of professional advisors, the advice received is rarely collaborative or proactive. Mosaic Advisors serves as a member, resource, and catalyst for our clients’ professional teams.

If it took a lifetime of deliberate work to create,
it should take more than a couple of meetings to protect.


THE MOSAIC EXPERIENCE


We are acutely aware of our role in helping families grow, preserve, and advance their legacies and welcome the opportunity to earn your trust. Contact us to discuss how Mosaic might provide unique advice to help your own family.