Mosaic Family Office
Mosaic Family Office is a leading provider of comprehensive family office services in South Africa. Our holistic and multi‑disciplinary approach enables families to protect and manage their wealth, generation after generation.
A family office is a private entity supported by highly skilled professionals equipped to assist a family with corporate structuring, estate planning, fiduciary services, financial administration, income tax, investment management, philanthropic endeavours and all other financial requirements. The purpose of a family office is to grow and preserve family wealth in a safe and tax‑efficient manner.
Why families choose to establish a family office:
- Promote the family’s legacy, vision and values
- Coordinate and consolidate financial, tax and related services
- Capitalise on economies of scale and preferential investment access
- Create a comprehensive, integrated plan for investments, taxes and risk
About
Mosaic Family Office is a South African based family office specialist providing innovative financial solutions to solve the complex financial problems of its family office clients.
What is the meaning of the firm's name?
The firm is named after the mosaic theory. The mosaic theory is an investment approach that gathers information from the widest possible range of sources to enable an investor to determine the underlying value of an investment. Applying the mosaic theory is as much art as it is science.
People
Hennie's experience includes working at Melville Douglas (a division within Standard Bank) as a buy-side analyst servicing the bank's high-net-worth clients, at Online Share Trading (a division within Standard Bank) as a sell-side analyst servicing the bank's retail clients and at SBG Securities (a division within Standard Bank) as a sell-side analyst servicing the bank's institutional clients. He subsequently managed hedge fund money at Peregrine Capital and both long-only and hedge fund money at 36ONE Asset Management.
Hennie obtained an honours degree in accounting from the University of Johannesburg and is a Chartered Accountant, CFA® charterholder, Fiduciary Practitioner of South Africa® and a South African Revenue Service registered tax practitioner. He passed the South African Institute of Chartered Accountants (SAICA) final qualifying exam with honours, finishing first in the country.
He qualified as a winemaker (with honours) and a Cape Wine Master (CWM) in Stellenbosch, prior to pursuing a career in finance.
The Mosaic Family Office administration team, with expertise in accounting, compliance, investment management, legal matters, and tax, deftly manages the day-to-day operations of the firm's family office clients. The experience and qualifications of the team ensures immaculate handling of everyday family office operations.
Regulatory oversight
Mosaic Family Office is a Financial Sector Conduct Authority registered financial services provider #46319 in terms of the Financial Advisory and Intermediary Services Act of 2002.
