Client Login

Uncategorized | 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.

Thought Leadership / Uncategorized / Solutions for the Modern Family Office
Posted by Mirador

Family office operations continue to adopt innovative solutions to reach their goals.  Given the plethora of options available, the Larry Kraus Tax and Tech-New-logy Institute (founded by Phil Strassler) has developed a webinar series entitled “Solutions for the Modern Family Office” to provide in-depth overviews, each hosted by an industry expert.  Recently, Joe Larizza, founder of Mirador, hosted the first edition with a very insightful conversation with Ryan Kerry from KnowLedger and Susan McDermott from Addepar. Watch the webinar here: Solutions for the Modern Family Office (vimeo.com)

Working with 3rd party technology solutions, Mirador supports families and family offices, wealth managers, and endowments and foundations of all sizes and complexities to deliver a single, comprehensive view of their total wealth, the performance of their investments and the associated risks and opportunities.  One of Mirador’s technology partners, Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios.  KnowLedger is a data service that moves data from portfolio accounting systems and custodians to the GL with a rules-based approach that ensures accuracy, completeness, and data confidence. 

Discover More Thought Leadership