Insights

Co-authored by Mirador & V3Limited Factoring Economic Headwinds Into Your Direct Investing Strategy If economic conditions weaken during the next 18 months… How will your direct investment portfolio respond? Will your operating companies and real estate holdings stagnate or grow? Will your thesis, search criteria and deal flow sources properly consider the opportunities and risks? […]

Investors should not have to compromise and accept less transparency in pursuit of outsized private investment returns. This webinar is designed for family office executives, ultra-high net worth investors and their advisors who want a trusted strategy that delivers visibility that general partners and institutional investors use to drive greater – and smarter – returns. […]

Watch our introductory video to learn more about how we bring enhanced insight and analysis to your private equity investments.

Co-authored by Mirador & V3Limited Direct investing is difficult. It should not feel overwhelming. Get a 5-Stage Road Map to Strengthen Your Direct Investing Approach. Direct Investing Strategy Direct investing is broadly defined as a debt or equity investment made directly into an operating company or real estate. Many ultra-high net worth individuals and family […]

Co-authored by Mirador & V3Limited Introduction In Part 1 of this series, we provided a single though important piece of guidance if you were planning on selling/disposing of a private investment at the end of 2021: know if the “Conservative GP Factor” was at play. Simply put, we suggested you ensure that the current value […]

Co-authored by Mirador & V3Limited Introduction In Part 1 of this series, released at the end of 2021, we provided a single piece – though an important piece – of guidance if you were planning on selling/disposing of a private investment at year- end: know if the “Conservative GP Factor” was at play. Simply put, […]

Co-authored by Mirador & V3Limited Why is private debt so important to Family Offices? Why should Family Offices take steps today to best understand their private debt holdings? Moody’s rating agency recently reported that the explosive growth and increasing leverage in the private debt industry for this “less-regulated ‘grey zone’ has systemic risks.” Such risks […]

Co-authored by Mirador & V3Limited Do You Spend Sunday in Excel? For family offices, Excel on Sunday (EoS) is when a senior executive or family member spends a good part of their Sunday entering Private Market* data into spreadsheets to prepare “basic” reports for family members and clients. It’s important to understand both the cause […]

Investors should not have to compromise and accept less transparency in pursuit of outsized private investment returns. This webinar is designed for family office executives, ultra-high net worth investors and their advisors who want a trusted strategy that delivers visibility that general partners and institutional investors use to drive greater – and smarter – returns. […]

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. In partnership, Mirador and V3Limited have created a […]

In this episode, Todd Kellerman and Tim Wray, co-founders of V3Limited, discuss lessons learned from the past and offer some insight into current family office investment trends. Listen Here

The Family Wealth Alliance is pleased to be celebrating its 15th year together with the executives of the family wealth industry we serve. In recognition of this milestone anniversary, we held a Best in the Industry Awards Gala to honor the industry trailblazers and celebrate their contributions. Since 2003, The Alliance has endeavored to chronicle […]