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Family Office

| 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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| April 25, 2022

Governor Lamont Announces Mirador Expanding And Creating New Headquarters In Connecticut 

Joining the Governor at Mirador’s new headquarters on Canal Street in Stamford were Stamford Mayor Caroline Simmons, Advance CT CEO Peter Denious, Commissioner of Connecticut Department of Economic and Community Development David Lehman, Mirador Partner and COO Heidi Davis, Director of Economic Development for Stamford Loren Nadres and Mirador Founder and Managing Partner Joseph Larizza.

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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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| March 17, 2022

Mirador Wins “Wealth Management Innovation Award” in 2022 FinTech Breakthrough Awards Program

Prestigious International Awards Recognize Outstanding Financial Technology Products And Companies

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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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| December 9, 2021

Mirador Shortlisted for Prestigious Private Asset Management Award

Mirador Continues its Four-Year Streak in the “Best Reporting Solution” Category

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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 17, 2021

Mirador Included in the Family Office Software & Technology Review 2021

PRODUCED BY &SIMPLE AND PUBLISHED IN FORBES.COM

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