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Uncategorized | 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. 

Thought Leadership / Uncategorized / Tamarind Learning Podcast Series
Posted by Mirador

Consolidated Financial Reporting 101 with Jeremy Langlois

Mirador was honored to be invited by preeminent wealth education firm Tamarind Learning to record a podcast on the basics of Consolidated Financial Reporting. This podcast is the latest from the Tamarind Learning Podcast Series entitled “Wealth Education Essentials for Beneficiaries of Wealth.”

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. Topics include; what is consolidated reporting, who can benefit from it, what are those benefits, what tools and technologies support consolidated reporting, and how do wealthy families and/or family offices discern what solution is best for them.

As family wealth expands beyond a husband/wife retirement account and starts to encompass multiple managers, custodians, and asset classes; the need to aggregate information in one place becomes more important. The days of relying on excel spreadsheets are (or should be) a thing of the past.

Hear from consolidated reporting expert, Partner and Head of Client Advocacy at Mirador, Jeremy Langlois, as he describes how consolidated reporting can give you the tools to make better investment decisions. Learn about technology systems that aggregate data and allow you to see performance, risk, allocations and more. Discover how consolidated reporting can help clarify a total wealth picture across complex family office and ownership structures.

Understand why it is said that consolidated reporting gives you better tools to make better investment decisions. This is a podcast you can’t afford to miss.  

Listen (and watch!) this visual podcast here – https://vimeo.com/644470404/f8f77bb5d7

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