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Carey Kesner
Founder & President @Mosaic
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WORK HISTORY
Founder & President @Mosaic
As a flat-retainer Shared Single-Family Office, Mosaic serves entrepreneurial families with significant illiquid holdings such as operating companies & real estate that go beyond what traditional multi-family offices, wealth managers, trust companies, and private banks typically address. This approach allows us to be uniquely collaborative, uncommonly comprehensive, & completely objective. As a result, we don’t compete with existing advisors, we complement them. After serving dozens of entrepreneurial families who’ve undergone substantial planning with sophisticated advisors, we’ve quantified the most common inefficiencies that persist:• More than $250K in unnecessary professional fees & insurance premiums• More than $1MM in needless income taxes• More than $10MM in voluntary estate taxesDue to the focus & rigor required to add exceptional value, we have found that Mosaic is best suited for a family once they surpass at least one of the following thresholds:• Revenue of $50MM• Income of $10MM• Net Worth of $100MMTo deliver the extraordinary value our clients deserve; we limit the number of new engagements we accept each year.
EDUCATION
Rice University
CFP, Certified Financial Planner Certification Education Program
Houston Christian University - Archie W. Dunham College of Business
Bachelor of Business Administration in Finance, Finance
SKILLS
ABOUT CAREY KESNER
Carey Kesner is the Founder & President of Mosaic, where he leads the firm’s planning…
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