Our Clients

Private Clients

Our private clients have a wide range of financial needs and goals. They often have concentrated stock and/or closely held business interests. They generally have a liquid net worth of $2mm – $10mm and a total net worth of $3mm – $15mm.

Our clients lead remarkable lives:

  • They’re forward thinkers.
  • They’re entrepreneurial.
  • They’re insightful community leaders.
  • They’re driven corporate executives.
  • They’re independent-minded business owners.

They are also busy.

Our clients’ ability to grow businesses, shape markets, and lead the way forward is what sets them apart from the rest. But this deep investment in professional life may leave little time for them to focus on financial life. Mosaic’s priority is to manage the complexity that comes with wealth, so our clients have more time to focus on what really matters.