Mirador Family Wealth:
“My greatest professional satisfaction comes from helping clients of great wealth achieve their goals and implement their vision. We do this by surrounding the client with an extraordinary team of professionals who specialize in each facet of the client’s financial life.”
Steven Appell is responsible for leading Mirador Wealth Advisory teams dedicated to proactively managing each family’s assets while helping to eliminate the inefficiencies and uncertainties associated with extraordinary wealth. In addition, Steve is responsible for the sophisticated wealth management and consulting service provided by the Mirador multi-family office to clients nationally.
Steve has over 20 years of experience advising families on wealth transfer and wealth preservation strategies. He began his career with one of the country’s largest providers in the institutional pension and investment market; working with Fortune 500 companies, universities and public funds, and leading teams that provided investments and financial solutions. With this experience, he has since served single, multi, and virtual family offices to include over a quarter of the Forbes 400 families with two of the largest family office service providers in the country. In each of these roles, Steve has brought together exceptional technical expertise in understanding the most complex investment programs to help communicate and guide families in making critical decisions. Steve works closely with families to help them better understand how to preserve, protect and pass their wealth and values to successive generations in an efficient and thoughtful manner.
Planning for today, tomorrow and the next 100 years.
111 Lyon Street N.W.
Grand Rapids, MI 49503
222 South Riverside Plaza
Chicago, IL 60606
38 Fountain Square Plaza
Cincinnati, OH 45263