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.

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