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 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.