Mosaic Family Wealth

Founded by Steve Rotello, Mosaic Wealth is a Registered Investment Adviser based in the United States, specializing in comprehensive wealth management strategies that focus on family values, generational planning, and legacy. The firm employs a holistic approach to financial planning, seeking to help clients achieve significance beyond monetary success.

Institutional investor. based in Chicago United States. LP type: Family Office. Asset class focus: Alternative Investments, Venture Capital. Geographic focus: Global. Sectors: office. Active real asset investor

Mozaic, LLC, founded in 2007 and based in California, is a privately owned investment advisory firm providing family office and outsourced chief investment officer services. The firm focuses on alternative investments, including private equity and private real estate, for high-net-worth clients.

Institutional investor. based in Newport Beach United States. LP type: Family Office. Asset class focus: Alternative Investments, Fixed Income, Public Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor

Institutional investor. based in Lighthouse Point United States. LP type: Family Office. Asset class focus: Alternative Investments, Fund of Funds, Hedge Funds, Public Equity, Real Estate. Geographic focus: Global. Sectors: hotels, office. Active real asset investor

Institutional investor. based in Santa Barbara United States. LP type: Family Office. Asset class focus: Alternative Investments, Hedge Funds, Private Debt, Private Equity, Public Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor