Mirador, LLC, the leading provider of bespoke portfolio-performance reporting solutions for high net-worth families & family offices, wealth management firms and endowments & foundations, today announced it has been named to the shortlist for the 2020 Family Wealth Report Award in the Consolidated Reporting category. Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the Family Wealth Awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2019’.
“Since our founding, Mirador has been transforming high net-worth financial reporting from a technological headache into a simplified service offering. Our clients and our technology partners, who are also innovators in the wealth management industry, understand the value of our concierge-level service offering,” said Joseph Larizza, Founder and Managing Partner of Mirador, LLC. “We are honored to be recognized by Family Wealth Report and to be included in the 2020 Award Shortlist for Consolidated Reporting.”
ClearView Financial Media’s Chief Executive, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to the shortlisted firms. He said: “These awards will recognize the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.”
Winners will be announced in New York on March 18, 2020 at the Mandarin Oriental.
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.