About Mosaic Governance Advisors

Mosaic is an independent firm with an international presence that provides consulting services for an array of challenges and opportunities in governance. We specialize in working with organizations that oversee trust funds created for the benefit of others. We partner with the boards and executives of asset owners, including public and private pension funds, state investment boards, endowments, foundations, and family offices to strengthen governance effectiveness in ways that are impactful and sustainable. We proudly serve progressive boards that share our belief that good governance drives lasting organizational value.

We marshal the diverse elements of governance – like a mosaic – to help deliver on a trust fund’s purpose. We bring focus to the big picture and elevate standards to drive efficacy in decision-making and oversight on behalf of the beneficiaries they serve. Woman-owned and independent, Mosaic is a trusted, high-impact, responsive partner.

Governance Experts

Governance Experts

Mosaic’s seasoned practitioners have extensive experience within the US and internationally on a wide range of governance topics affecting asset owners. Each possesses a wealth of specialized industry expertise.

Creative, Customized Solutions

Creative, Customized Solutions

Your organization has a unique history, board and staff dynamic, governance framework and long-term priorities. Mosaic delivers thought-forward, customized, practical solutions.

Exceptional Client Service

Exceptional Client Service

In a data-driven world, people remain the drivers of good governance. We are your responsive, committed partner, dedicated to helping you optimize value for those you serve.

Services

Governance for your trust fund needs to be fit for purpose and at the right level to deliver on your organization’s purpose and sustain its future. That’s why Mosaic provides a comprehensive array of consulting services to help. We work with clients to evaluate, design, and enhance their governance structures, policies, and practices. Whether you’re looking for a long-term partner to help strengthen governance or need assistance on a short-term project, our customized services are designed to meet your needs.

Governance Evaluation

Governance structure and practices reviews, fiduciary performance reviews, benchmarking, custom research, policy and procedures compliance

Long-Range Planning

Succession planning, risk assessment and management including ESG, strategic planning, S.W.O.T. analysis, stakeholder research, vision, mission, and core values development, differentiation strategy design, performance measurement

ESG and Sustainable Finance

Investment program visioning, beliefs, principles, policy development, strategy, performance and success metrics, communications and reporting

Board Performance

Board and committee performance evaluations, individual trustee self-evaluation, executive performance evaluations, consultant evaluations

Policy Review and Development

Investment beliefs and principles, governance policies of all types, bylaws, board and committee charters, governance manual development

Board Education and Trustee Development

Trustee onboarding and orientation, curriculum and competency design, board and committee chair training, topic-specific continuing education, including ESG, governance and fiduciary education

Ongoing Board Support

Agenda development and construction, annual board work plan design, board meeting effectiveness, board cultural dynamics, conflict management

Stakeholder Relations

Communications planning and strategic messaging, sentiment research, member and stakeholder meetings and communications

Team

The professionals comprising our dedicated team have extensive experience strengthening governance effectiveness, both within the US and internationally. We’ve had a front-row seat to how their boards and executives function within their foundational governance structures and practices. We are known not only for our knowledge and expertise, but for the customized, practical approach and care we take with each client. We empower boards to ask the questions that lead to break-throughs, build consensus, and create positive momentum to support a clear path forward. With a unique blend of public and private sector experience, we specialize in particularly challenging and complex governance matters.

How Can We Help Strengthen Your Governance?

Let’s talk about how our expertise can help you accomplish your governance goals.

CONTACT US

How We Work

Best practices come from a mosaic of ideas, input, and diverse thinking. Click through our portfolio below for case studies and articles that provide insight into how we work with our clients, the breadth of our expertise, and examples of how our services can help strengthen your governance.

Case Study: Board Education

Continuing education and training…

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Case Study: Governance Policy Review and Development

Members of a public retirement system board expressed a desire to revisit their agenda development process…

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Case Study: Board Self-Evaluation

A new self-evaluation approach…

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Case Study: Strategic Planning

Mosaic was asked to design and implement…

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Case Study: Succession Planning

Preparing for a transition is a crucial responsibility…

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Contact Us

We’d enjoy the opportunity to learn more about your governance needs.

To talk about governance, please reach us via phone or email: