Family Office

Mosaic Invest’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.

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.

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. Registration for and filing of all South African Revenue Services taxes and returns;
  5. Preparation and filing of all documentation required by the Companies and Intellectual Property Commission;
  6. Preparation and filing of all documentation required by the Master of the High Court;
  7. Preparation and filing of all documentation required by any offshore authority;
  8. Bank administration services;
  9. Investment management and advice;
  10. Foreign exchange allowance administration services;
  11. Establishment and maintenance of share registers;
  12. Independent corporate trustee services;
  13. Liaisons with any other service providers.