Explore insights and expertise from our seasoned team of financial experts.
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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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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Mirador is proud to be featured in the recently released Innovation Spotlight Magazine from Family Wealth Report in conjunction with the 8th Annual Family Wealth Report Awards 2021. The Innovation Spotlight recognizes leaders from across the family office and wealth management industry and features a video interview with Mirador Partner, Jeremy Langlois.
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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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“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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