Family Office

Mosaic’s Family Office provides niche professional services of a highly personalised nature to affluent individuals, their families and their related businesses. We offer clients a multi-disciplinary and holistic approach to create solutions for protecting and managing their wealth for current and future generations.

Administration

The firm’s administration services ensure the efficient operation and maintenance of inheritance structures and include:

  1. Accounting of all financial transactions;
  2. Preparation of the annual financial statements;
  3. Preparation of the audit file and subsequent liaisons with auditors;
  4. Preparation and filing of all documentation required by the Companies and Intellectual Property Commission;
  5. Preparation and filing of all documentation required by the Master of the High Court;
  6. Preparation and filing of all documentation required by any offshore authority;
  7. Bank administration services;
  8. Foreign exchange allowance administration services;
  9. Establishment and maintenance of share registers;
  10. Liaisons with any other service providers.

Fiduciary services

The firm’s insolvency remote corporate trust companies provide independent fiduciary services to local and offshore structures.

Portfolio management

The firm’s portfolio management services offer clients a wide variety of local and offshore managed share and fund portfolios with competitive brokerage and management fee structures.

Structuring

The firm’s structuring services design and establish local and offshore inheritance structures in a safe and tax efficient manner suited to the unique needs of each client, their family and their assets.

Tax

The firm’s tax services include annual and provisional tax returns submission, assistance with tax audits, obtaining tax clearance certificates, providing expert tax opinions, query management, tax registration and all other tax aspects relevant to our clients.