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.
The firm’s administration services ensure the efficient operation and maintenance of inheritance structures and include:
The firm’s insolvency remote corporate trust companies provide independent fiduciary services to local and offshore structures.
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.
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.
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.
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.