Mirador, LLC (“Mirador” or the “Company”), the leading provider of bespoke portfolio-performance reporting solutions for high net-worth families and family offices, wealth management firms, and endowments and foundations, today announced the formation of Mirari Wealth Limited (“Mirari Wealth”) a financial reporting services subsidiary based in Dublin, Republic of Ireland.
The opening of Mirari Wealth enables the Company to provide the same level of exquisite service to clients with investments based in the European Union as it does for those with investments based in the United States and Latin America.
“As a firm that takes the utmost care in securely collecting, aggregating, analyzing and reporting financial portfolio performance data, the formation of this EU-based subsidiary allows us to more efficiently gather and then redistribute financial information for our clients,” said Joseph Larizza, Managing Partner of Mirador. “It’s all a matter of trust. The EU data privacy regulations present a unique challenge in our business and the formation Mirari Wealth is the beginning of overcoming this challenge so we may best serve our clients.”
In addition to opening Mirari Wealth, the Company has obtained certification within the privacy-protection frameworks of the EU-U.S. and Swiss-U.S. Privacy-Shields. By certifying its adherence to the rigorous data-protection criteria of these two legal frameworks, Mirador maintains the trust of financial institutions and investors across the EU and Switzerland who demand that their financial-data transfers enjoy the highest standard of privacy protection.
Grounded in Wall Street and enabled by technology, Mirador, LLC combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. Through partnerships with leading technology platforms, Mirador’s service offering creates insightful, consolidated, real-time views of all assets and liabilities – what they are, who holds them, how ownership is divided, how they’re invested, and how they’re performing – strategically constructed to identify opportunities and expose financial risks. Unlike large multi-offering firms for whom reporting is an ancillary service, or a consulting service that configures systems and leaves, Mirador’s performance-reporting experts – drawn from family offices and wealth-management firms – create true, ongoing partnerships with clients to ensure data integrity, cull new insights from the data, answer questions, and resolve inconsistencies. The firm has offices in Connecticut, New York, Salt Lake City, and Dublin, Ireland and supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the United States, Western Europe, and Latin America.