As a flat-retainer Shared Single-Family Office, Mosaic serves entrepreneurial families with significant illiquid holdings such as operating companies & real estate that go beyond what traditional multi-family offices, wealth managers, trust companies, and private banks typically address.
This approach allows us to be uniquely collaborative, uncommonly comprehensive, & completely objective. As a result, we don’t compete with existing advisors, we complement them.
After serving dozens of entrepreneurial families who’ve undergone substantial planning with sophisticated advisors, we’ve quantified the most common inefficiencies that persist:
• More than $250K in unnecessary professional fees & insurance premiums
• More than $1MM in needless income taxes
• More than $10MM in voluntary estate taxes
Due to the focus & rigor required to add exceptional value, we have found that Mosaic is best suited for a family once they surpass at least one of the following thresholds:
• Revenue of $50MM
• Income of $10MM
• Net Worth of $100MM
To deliver the extraordinary value our clients deserve; we limit the number of new engagements we accept each year.
Company Details
- Employees
- 26
- Founded
- 2012
- Address
- 3773 Richmond Ave,
- Phone
- +1 713-980-4100
- in****@****ors.com
- Industry
- Business Consulting And Services
- NAICS
-
Management, Scientific, and Technical Consulting ServicesManagement Consulting ServicesOther Scientific and Technical Consulting ServicesOther Management Consulting Services
- Website
- mosaicadvisors.com
- Keywords
- Estate Planning, Asset Protection Planning, Business Succession Planning, Investment Management, Family Governance, Family Office, Income Tax Planning, Estate Tax Planning, Philanthropy.
- HQ
- Houston, Texas
Mosaic Questions
Mosaic's helpline number is +1 713-980-4100
Mosaic's website is mosaicadvisors.com
Mosaic's LinkedIn profile is https://www.linkedin.com/company/mosaic-advisors
Mosaic has
26 employees.
View email and phone details for 26
employees at Mosaic.
Mosaic's industry is
Business Consulting and Services
Mosaic's top competitors are
Harris County,
Oak Harvest Financial Group,
Tanglewood Total Wealth Management,
United Airlines,
Willis Johnson & Associates,
Linscomb Wealth,
Hines,
Avidian Wealth Solutions,
Mosaic,
Worthen Financial Advisors.
Mosaic's support email address is info@mosaicadvisors.com
Mosaic's categories are Business Consulting and Services
Mosaic's founding year is 2012
