Your Family Office
Mirador offers fully integrated wealth management, financial planning, tax planning, philanthropic guidance, and timely, personalized communication.
What Sets Us Apart?
We take a hands-on approach, managing our clients’ money internally.
We only use an outside manager if we believe they add special value. We seek to minimize frictional costs and tax inefficiencies which can be a material drag on performance over time.
Actively Managed Portfolios
We focus on managing downside risk.
Our research team does rigorous analysis before making a recommendation.
Financial Planning
We provide this service at no cost to our clients.
We have five Certified Financial Planners® on staff.
Charitable Giving
We advise on millions in donations every year.
Our clients rely on us to use the most tax-efficient strategies.
Next-Generation Education
We’re passionate about understanding the markets.
Our video updates and educational events let you and your family know what we’re following in the office.