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| June 13, 2022

Tax Loss Harvesting for Private Investments Part 3: Getting Stuck – The Embedded & Highest Cost of Private Investing  

Implementing a private investment portfolio management strategy focused on addressing “getting stuck” is the first step in reducing this risk.

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| March 24, 2022

Tax Loss Harvesting for Private Investments
Part 2: The Big Picture

A Year-Round Process That Is Not a Stand-Alone Strategy

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| March 22, 2022

Ten Essentials of Financial Health We Practice

How Mirador Excels at the Work of Protecting Financial Health

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| December 15, 2021

Tax Loss Harvesting for Private Investments
Part 1: The “Conservative GP” Factor

QUESTION: What is the “one thing” investors need to do before they act on harvesting their private portfolio?

ANSWER: Determine how conservative their general partner or management team (GP) is when valuing their private fund or private direct investments.

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| November 30, 2021

The Rise and Risks of Private Debt in the Family Office

SOLUTIONS AND STRATEGIES FOR MANAGEMENT AND REPORTING

Why is private debt so important to Family Offices? Why should Family Offices take steps today to best understand their private debt holdings?

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| November 12, 2021

Tamarind Learning Podcast Series

Hosted by Tamarind Learning Founder and Chief Learning Officer Kirby Rosplock, PhD, and featuring Mirador Partner Jeremy Langlois, this edition covers a broad range of topics to help you better understand the basics and benefits of consolidated reporting for U/HNW portfolios. 

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| August 10, 2021

Excel On Sunday

THE QUIETLY GROWING RISK

The costs and risks of spending Sunday in Excel on a portfolio’s private investments has become a real challenge for family offices. For those who “break the cycle,” the benefits of saved time, improved transparency and decision-making often leads to better outcomes.

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| June 16, 2021

Solutions for the Modern Family Office

In the first edition of this webinar series, Joe Larizza from Mirador has a candid discussion with Ryan Kerry from KnowLedger and Susan McDermott from Addepar.

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| May 18, 2021

The K-Recovery In The Private Markets

“Having visibility into how each private investment is doing, and as importantly, having a clear perspective as to when each may fall on one of the K arms will clearly help investors make better decisions and drive better outcomes.”

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