Who we are: LPF | The Mosaic Alliance
More than 50 years of experience in Wealth Management Services, Insurance, and Financial products
$2.5 Billion USD in Assets Under Management
Specialized in tailor made solutions for Ultra High Networth Individuals and Families
Product Offering: All Services Under One Roof
Investment Management
Trustee Services
Fund Administration
Brokerage Services
Insurance
Corporate Services
Concierge Client Services
Entities
The Alliance is composed of multiple entities operating around the world. We are in 9 offices in 7 jurisdictions with 8 major licenses. We provide an extensive, world-class suite of wealth management solutions all under one roof. Close collaboration between entities allows for a seamless experience at significantly lower cost.
Our People
Since 1983, the Alliance has grown in response to the needs of our clients. Today, our team includes more than 40 professionals in offices in the USA, Canada, Bahamas, Brazil, Mexico, and Central Asia. Our international experience, wealth management expertise and a dedication to world class service is what sets us apart.
Our Client Service
We develop lasting relationships built on trust and understanding. Our team members are attentive, accessible and work with closely with our clients to achieve customized solutions. Streamlined collaboration between entities is facilitated by dedicated individuals. We help our clients succeed and our partners win, one at a time
Our Platform
Mosaic Alliance has developed the first cloud-based Turnkey Asset Management Program (aka TAMP) for the international arena. Mosaic Online provides a custom, state-of-the-art, platform for international financial intermediaries and investors.
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