Mosaic

Recently, on episode #34 of the Family Business Audiocast on LinkedIn, I spoke live with Brandon Henry, national family enterprise elite advisor to very wealthy clients and family offices. ✔️ Brandon Henry advises entrepreneurial families through Mosaic, helping them navigate complex transitions of illiquid assets like operating companies and real estate into sustainable wealth structures, often designing redemption plans to resolve intergenerational conflicts. ✔️ As the founder of Mosaic, Brandon implemented a fixed-fee advisory model that eliminates conflicts of interest, enabling his firm to act as a trusted "general contractor" for families, integrating and coordinating outsourced teams across tax, legal, and investment disciplines. ✔️ Brandon has played a pivotal role in aligning family dynamics with financial strategies, facilitating delicate conversations such as resolving succession disputes and redefining legacy goals, including guiding families to reframe the purpose of their businesses beyond mere financial growth. Thank you, Brandon. _________ About this audiocast: Family Business Audiocast - founded 2022 - includes guest experts in the family office, family firm, and family enterprise ecosystem. Family business is more than just a business…. it is a powerful and important ecosystem where family personal and professional dynamics intersect with business, wealth, philanthropy, purpose and legacy. Subscribe to our proprietary family enterprise newsletter and read periodic expert contributor series. Produced and Created by R. Adam Smith —————- Enjoy the episode here 🔗 Apple Podcast: https://lnkd.in/eHZ6UvdP YouTube: https://lnkd.in/eYsdGAKh Spotify: https://lnkd.in/eKNtMmBZ Amazon Music/Audible: https://lnkd.in/e932z7SJ iHeart Radio: https://lnkd.in/eqpyBYjp Pandora: https://lnkd.in/eEtSBvrv —————- Opinions presented are personal, and do not represent the positions of the organizations of speakers or guests, or their brands. —————- #familyoffice #leadership #nextgeneration #succession #familybusiness #familyenterprises #familylegacy #innovation #entrepreneurship #businesssucession #wealthmanagement #family #generationalwealth #philanthropy #familyfirms #audiocast #fba Aaqib Gondal Tess Loucka Jasmine Ren Johanna Wu R. Adam Smith

Had a blast with my friend Ryan Tansom on his excellent Independence by Design™ podcast.

Brandon Henry got the early morning slot for the final day of the CFMA Lone Star Conference, sharing perspectives on family-owned business, succession planning, and how to keep the Thanksgiving day dinner table cordial.

Please join me, live, in a Family Business Audiocast with Brandon Henry, Founder and CEO of Mosaic 🔆 Brandon Henry, a founding partner of Mosaic, brings a wealth of experience from his time at major U.S. financial firms, where he developed his expertise in business, tax, charitable, and asset protection planning 🔆 Committed to ongoing professional growth, Brandon has earned multiple designations, actively participates in industry study groups, and frequently attends technical conferences 🔆 🔆 Brandon Henry has shared his expertise in business succession and estate planning as an instructor at Southern Methodist University and the University of Houston, where he’s taught courses aimed at equipping future professionals with strategic planning skills ———— Details on the event: 🎙️ 💫 When: Tuesday, Nov. 12 4:00pm EST | 3:00pm CST | 2:00pm MST | 1:00pm PST 💫 Where: LinkedIn audiocast live stream 🔗 https://lnkd.in/ecv6kZT7 _______ Family Business Audiocast - founded 2022 - includes guest experts in the family office, family firm, and family enterprise ecosystem. Family business is more than just a business…. it is a powerful and important ecosystem where family personal and professional dynamics intersect with business, wealth, philanthropy, purpose and legacy. ____ Note: Registration required. Event may be recorded. *After registration, click "view event". Please add event to calendar* Event link is live available exactly 15 mins prior to event. Produced and created by R. Adam Smith ____ Subscribe to our proprietary family enterprise newsletter and on the look out for our periodic expert contributor series. ——- Opinions presented on this audio-cast are personal, and do not represent the positions of speakers’ or guests’ organizations. #familyoffice #leadership #nextgeneration #succession #familybusiness #familyenterprises #familylegacy #innovation #entrepreneurship #businesssucession #wealthmanagement #family #generationalwealth #philanthropy #familyfirms #audiocast #fba Tess Loucka R. Adam Smith Aaqib Gondal Jasmine Ren

Uncover more about Mosaic Advisors, a financial planning firm that operates like a General Contractor but works with attorneys, CPAs, and investment advisors instead of electricians and plumbers. Ready to help your clients scale their impact? Contact Andrea Mayes today! https://lnkd.in/ghfEc6CQ https://lnkd.in/gSKrFjMZ Brandon Henry

Please join me, live, in a Family Business Audiocast with Brandon Henry, Founder and CEO of Mosaic 🔆 Brandon Henry, a founding partner of Mosaic, brings a wealth of experience from his time at major U.S. financial firms, where he developed his expertise in business, tax, charitable, and asset protection planning 🔆 Committed to ongoing professional growth, Brandon has earned multiple designations, actively participates in industry study groups, and frequently attends technical conferences 🔆 🔆 Brandon Henry has shared his expertise in business succession and estate planning as an instructor at Southern Methodist University and the University of Houston, where he’s taught courses aimed at equipping future professionals with strategic planning skills ———— Details on the event: 🎙️ 💫 When: Tuesday, Nov. 12 4:00pm EST | 3:00pm CST | 2:00pm MST | 1:00pm PST 💫 Where: LinkedIn audiocast live stream 🔗 https://lnkd.in/ecv6kZT7 _______ Family Business Audiocast - founded 2022 - includes guest experts in the family office, family firm, and family enterprise ecosystem. Family business is more than just a business…. it is a powerful and important ecosystem where family personal and professional dynamics intersect with business, wealth, philanthropy, purpose and legacy. ____ Note: Registration required. Event may be recorded. *After registration, click "view event". Please add event to calendar* Event link is live available exactly 15 mins prior to event. Produced and created by R. Adam Smith ____ Subscribe to our proprietary family enterprise newsletter and on the look out for our periodic expert contributor series. ——- Opinions presented on this audio-cast are personal, and do not represent the positions of speakers’ or guests’ organizations. #familyoffice #leadership #nextgeneration #succession #familybusiness #familyenterprises #familylegacy #innovation #entrepreneurship #businesssucession #wealthmanagement #family #generationalwealth #philanthropy #familyfirms #audiocast #fba Tess Loucka R. Adam Smith Aaqib Gondal Jasmine Ren

Last week, we hosted our annual Advisor Breakfast centered around Women, Wealth, and Wisdom. This event, for professional advisors across disciplines, explored the unique financial strategies advisors can provide to empower women (and their families) to manage, preserve, and grow their wealth. Read this blog to uncover the key themes discussed. https://lnkd.in/gH28KVzV Thank you to our remarkable lineup of speakers, all experts in their fields: Steph L Wagner, National Director, Women & Wealth for Northern Trust Yolanda Chavez Knull, Partner of YTTERBERG DEERY KNULL LLP Brandon Henry, Founder & CEO of Mosaic Advisors Lacey Goossen, Chief Operating Officer of TEXAS CRUDE ENERGY, LLC (TCE) #Wealth #WealthManagement #FinancialSolutions

Thanks to the Smart Business Houston Dealmakers Conference for inviting me to be a panelist on Closing the Deal : Overcoming Today’s Top Sell-Side Challenges on November 7th. Serving alongside Matt Elswick, Jason Sharp, Patrick Hayes, Brenton Pharis, and Jaime Arreola was an honor.

Thanks to the Houston Business Journal for featuring Mosaic in a story! Chandler France