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