Family Office

Mosaic’s Family Office provides niche and tailored professional services to affluent individuals, their families, and their related businesses. The firm takes a holistic and multi-disciplinary approach to create solutions that will allow our clients to protect and manage 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. Preparing annual financial statements;
  3. Preparing audit files (as required) and liaising with auditors;
  4. Preparing and filing all documents required by the Companies and Intellectual Property Commission, Master of the High Court and any offshore authority;
  5. Bank administration services;
  6. Foreign exchange allowance administration services;
  7. Establishment and maintenance of share registers; and
  8. 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.

Philanthropy

The firm’s philanthropy services design, establish and administer public benefit organisations to allow our clients to make tax-deductible donations in support of their philanthropic endeavours.

Portfolio management

The firm’s portfolio management services offer our 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 families, and their assets.

Tax

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