Brandon Henry Email & Phone Number

Advisor to ~35 Texas-based entrepreneurial families with significant illiquid holdings such as operating companies & real estate.Mosaic charges a flat, quarterly retainer in exchange for actionable advice - we don’t manage money for a fee, sell insurance products, draft legal documents, or prepare tax returns. 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 taxesDue 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 $50MMTo deliver the extraordinary value our clients deserve; we limit the number of new engagements we accept each year.

Listed skills include Estate Planning, Financial Planning, Wealth, Financial Advisory, and 15 others.

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  Founder & Ceo

  Mosaic

  Jan 2012 - Present - Houston, Tx

  Mosaic advises ~35 Texas-based entrepreneurial families with significant illiquid holdings such as operating companies & real estate.Mosaic charges a flat, quarterly retainer in exchange for actionable advice - we don’t manage money for a fee, sell insurance products, draft legal documents, or prepare tax returns. 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 taxesDue 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 $50MMTo deliver the extraordinary value our clients deserve; we limit the number of new engagements we accept each year.