Mosaic Advisors was recently quoted in the September 28, 2015 edition of Barron’s Penta Magazine in a story on family loans and trust based planning.

With interest rates at historic lows—for the time being—wealthy families are turbocharging their estate-planning strategies by pairing intrafamily loans with trusts.  In late 2009, a businessman sold his $30 million family limited partnership to a trust he created, all on the advice of Mosaic Advisors in Houston…

Click Here to read the full story titled How Family Loans and Trusts Can Create Big Wins in Barrons Penta Magazine.