Carey Kesner

As a flat-retainer Shared Single-Family Office, Mosaic serves entrepreneurial families with significant illiquid holdings such as operating companies & real estate that go beyond what traditional multi-family offices, wealth managers, trust companies, and private banks typically address. This approach allows us to be uniquely collaborative, uncommonly comprehensive, & completely objective. As a result, we don’t compete with existing advisors, we complement them. After serving dozens of entrepreneurial families who’ve undergone substantial planning with sophisticated advisors, we’ve quantified the most common inefficiencies that persist: • More than $250K in unnecessary professional fees & insurance premiums • More than $1MM in needless income taxes • More than $10MM in voluntary estate taxes Due to the focus & rigor required to add exceptional value, we have found that Mosaic is best suited for a family once they surpass at least one of the following thresholds: • Revenue of $50MM • Income of $10MM • Net Worth of $100MM To deliver the extraordinary value our clients deserve; we limit the number of new engagements we accept each year.