Mirador, LLC

Don’t miss this panel discussion on how technology is transforming private investing for family offices and UHNW advisors.?Join us on November 19th?at 2:40pm ET, featuring experts from Lazard, St. Louis Trust & Family Office, Northern Trust, and Joseph Larizza from iCapital. Our panelists will cover how digitization and AI are impacting and simplifying private investing, and discuss the future of funds vs. direct investments. ? Save your spot at the 2nd?Annual Family Office Virtual Tech & Ops Conference:?https://lnkd.in/e4aFcKMP #PrivateInvesting #TechInFinance #FamilyOffices

Alternative investments are becoming increasingly popular as investors look to diversify their portfolios and reduce reliance on traditional asset classes like stocks and bonds. With the global economic landscape evolving, assessing which alternative investment strategies could offer the highest returns and best risk-adjusted performance in the coming years is important. There are many ways to access potentially high-growth markets, from real estate and private equity to emerging opportunities like cryptocurrency and commodities. We'd love to hear your thoughts—what do you think will be the most promising alternative investment in the near future? #AlternativeInvestments #Investing #RealEstate #PrivateEquity #Cryptocurrency #Commodities #InvestmentStrategy

The collectibles investment market, valued at around $450 billion, has attracted everyday investors post-COVID-19, but rising interest rates since mid-2022 have cooled demand, leading to price declines in many categories. Luxury watches, particularly Rolex, and the art market saw significant fluctuations, with art auction sales dropping 27% in 2023. Handbags like Hermès' Birkin and Kelly remain strong due to limited supply, while vintage cars and fine wine also show resilience despite challenges. The long-term outlook for collectibles is positive, driven by increasing wealth and interest in tangible assets, particularly among younger investors, but potential buyers should be aware of the associated risks and complexities. ? Consolidated financial reporting for UHNW portfolios spans ALL asset classes, including hard assets such as art collections, luxury watches and classic cars. We specialize in managing the entire process. Let us help! Read more from this Forbes article by Garth Friesen here: https://lnkd.in/e65P54De #AlternativeInvestment #Alts #UHNW

The growth of alternative investments presents liquidity challenges for family offices as their exposure to illiquid assets like private equity increases. Traditional financial institutions are not offering adequate solutions, but private lenders and alternative platforms are providing tailored options. Borrowing against alternative portfolios is emerging as a solution, allowing investors to maintain ownership of their assets while accessing liquidity. Niche lenders are offering customized loans to high-net-worth individuals with significant alternative portfolios. This trend is expected to continue as more investors become educated about the benefits of borrowing against their alternative portfolios. ? Information is power. A Liquidity Report as part of a total consolidated portfolio view provides clarity on current and future liquidity. Let us build one for you. ? Learn more from this insightful Forbes article by Francois Botha here: https://lnkd.in/g9WxX7Ck ? #AlternativeInvestments #Alts #Liquidity #FamilyOffice

While iCapital makes it easy to learn about, invest in and manage alternative investments, off-platform alts (often legacy positions acquired off-line) still require on-going management. Now part of iCapital, Mirador manages over 100,000 alts positions for clients, making for more efficient practice management and better client outcomes. Jeremy Langlois, Data Solutions Managing Director, “iCapital’s Data Solutions team leverages proprietary technology to extract and label alts data, but what sets us apart is the bookend human interaction of experts still required for proper set-up and customization as well as data importing and validation to ensure data quality." Learn more here:?https://lnkd.in/egH3jx47

Incredible news for?iCapital!

Read the latest issue of Beyond 60/40 where we highlight alternative investments research and insights from industry leaders, including Four Springs Capital Markets, J.P. Morgan, and Stout.

The US remains a leader in asset and wealth management innovation, with a strong focus on high-net-worth individuals. Wealth managers are adapting to changing client demands by leveraging digital tools and generative AI to provide targeted and precise advice. The industry is investing heavily in technology to improve processing times and enhance productivity. As for investing trends, HNWIs continue to turn to alternative investments more in order to achieve varied objectives, with opportunities becoming more accessible through platforms such as iCapital.?Those with off-platform alts (perhaps legacy investments) still need to manage the data and lifecycle transactions, and we can help.? ? Learn more from this excellent Professional Wealth Management (PWM) article by Ali Al-Enazi here: https://lnkd.in/e_AzMhCT #Alts #WealthManagement #UHNW?

Family offices are evolving into sophisticated entities managing around $708 billion in assets for ultra-high-net-worth families. They prioritize trust in recruitment, often requiring extensive background checks due to the sensitive nature of their work. As they expand into private equity and venture capital, competition for top talent has intensified, with compensation packages aligning more closely with elite firms. European family offices emphasize cultural fit, balancing financial goals with family values. With wealth shifting to younger generations, these offices are seeking expertise in impact investing and technology, making them attractive to new finance professionals while maintaining a long-term investment focus. ? As this competition for talent grows, family offices are also seeing success in outsourcing specialty skills such as performance reporting and alternative data management, allowing them to focus on core competencies. Contact us to learn more. ? Learn?more from the Forbes article by Josipa Majic Predin here: https://lnkd.in/gKDaTZbb ? #FamilyOffice #WealthManagement

Experimentalness is a mindset that encourages innovation and openness to new ideas, essential for navigating generational shifts in family offices. Instead of viewing older members as conservative and younger ones as reckless, it's crucial to recognize that both generations seek sustainable growth and can contribute meaningfully. The real challenge lies in overcoming silos that isolate family members based on age or assumptions, which can stifle innovation. Effective strategies include shared governance, assigning projects based on expertise rather than age, and integrating external perspectives to foster collaboration. By leveraging technology and promoting cross-generational learning, family offices can create dynamic ecosystems that thrive on collaboration and shared leadership. ? Learn more from the insightful Forbes article by Francois Botha here: https://lnkd.in/gEfS2p3P ? #FamilyOffice #Innovation #WealthManagement #Technology