Carey Kesner

About Carey Kesner

Carey Kesner is the Founder & President of Mosaic, where he leads the firm’s planning…

Experience

1. Founder & President

   Mosaic

   Jan 2012 — Present

   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

  2005 — 2006

• Houston Christian University - Archie W. Dunham College of Business

  Bachelor of Business Administration in Finance, Finance

  2001 — 2005

Skills

• Wealth Management
• Wealth Transfer
• Asset Allocation
• Risk Management
• Asset Protection
• Financial Planning
• Asset Management
• Estate Planning