Estate Planning Overview
Mosaic Global specializes in serving privately owned business concerns that are often unlike those of larger corporations. Business ownership succession, risk management, tax planning, and other such concerns unique to closely held companies.
Given the individuality of risk exposure, family dynamics, and values, consulting and planning strategies are custom tailored for each client.
We specialize in onshore and offshore asset protection planning integrated with estate planning and estate tax minimization. We address business co-owner agreements, employment contracts, business transferability enhancement, and other such private business concern areas.
A Clear Objective
We seek to maximize after-fee, after-tax, risk-adjusted returns for our clients.
A Focused Approach
We build relationships by listening, asking the right questions & listening again.
Customized Investments
We develop tailored solutions to help clients protect & grow their wealth.
additional services
We offer the following business services:
We offer the following wealth solutions: