Mosaic Family Wealth is a fee-only, independent investment advisory firm structured as a multi-family office. The company was founded on the principle of providing objective, comprehensive, and client-centric financial guidance. It serves affluent families by integrating investment management, wealth transfer planning, family governance, and administrative services. Their mission is to help clients manage the complexities of significant wealth, acting as a fiduciary to preserve and grow their assets across generations.

Founded in

United States