How well-run, well-capitalized and recession proof is your direct investment portfolio?
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Get a 5-stage road map to strengthen your direct investing approach.
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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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“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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Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial reporting for ultra/high net worth clients and their investment portfolios, today announced it has partnered with V3Limited LLC, a boutique advisory firm providing private investment monitoring and active management services for family offices.
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