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Family Office


| November 15, 2022

Direct Investing for Family Offices Part 2: Opportunities & Risks in Today’s Market

How well-run, well-capitalized and recession proof is your direct investment portfolio?

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| November 3, 2022

Direct Investing for Family Offices Part 1: Where to Begin

Get a 5-stage road map to strengthen your direct investing approach.

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| October 11, 2022

Mirador, Inc. Continues Impressive Growth Trajectory

Chooses Jacksonville, Florida for New Office Location

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| August 16, 2022

Mirador debuts at #545 on the Inc. 5000 list of the fastest growing private companies in the US!

Those that made the 2022 Inc. 5000 list have not only been beacons of success within their industries but have shown resiliency during the Covid-19 epidemic, along with supply and labor shortages.

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| August 9, 2022

Podcast: Compensation Management 201 for Wealth Managers

Hosted by Tom Smith, Castine Consulting’s EVP of Sales, and featuring Mirador’s Expert Services Associate, Suzanne Mick Stafford, they discuss specific use cases and the benefits clients receive by leveraging Castine’s Commissioner, their powerful compensation management system.

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| August 2, 2022

Podcast: Compensation Management 101 for Wealth Managers

Castine Consulting’s EVP of Sales, Tom Smith, hosted Mirador’s Founder and CEO, Joseph Larizza, to discuss how the combination of Castine’s best-in-tech solution and Mirador’s exceptional service deliver huge benefits for advisors.

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| July 26, 2022

Solutions for the Modern Family Office July 26

Listen in on the latest installment of the “Solutions for the Modern Family Office” series, where Jamie McLaughlin and his esteemed panel of guests evaluate the technological advances being made in wealth management.

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