Our goal is to be known as the preeminent source of advice for successful families seeking objective guidance on protecting, maintaining, and transferring wealth to the next generation. Mosaic Advisor's commitment to a very small demographic has honed our skills and expertise in areas many advisors have either outsourced or vacated. We plan for families possessing significant illiquid holdings such as closely-held operating businesses, real estate portfolios and producing oil & gas interests.
Public regulatory records matched to Mosaic Advisors from SEC and IRS filings.
Public filings matched to Mosaic Advisors across SEC, IRS, DOL and international registers — newest first.
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Mosaic Advisors is a multi family office (mfo) based in Houston, United States, managing approximately $350M in assets.
Mosaic Advisors is headquartered in Houston, United States.
Mosaic Advisors manages approximately $350M in assets under management.
Mosaic Advisors focuses on Joint Venture/Partner, Short-Term Investments, Commercial Property Acquisition & Development, Investment Management, Legal & Tax Services, Oil & Gas Exploration & Production (Upstream), Real Assets, Residential Property Acquisition & Development.
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