Family Office Strategy, Governance, and Operating Models, video 14 of 20
Investor Mandates & Creative Deal Structures: Family Office Panel
This video examines investor mandates and deal structures in a family office setting. A mandate clarifies family priorities, investment goals, risk limits, liquidity needs, time horizon, and decision rules. Deal structures show how ownership, financing, control, transparency, and alignment can support those priorities. For families evaluating a multifamily office, the provider should connect investment recommendations to the mandate, explain structures clearly, and identify relevant tradeoffs. This overview helps families prepare for more focused discussions before selecting a provider or reviewing an opportunity.
Why watch
- Understand how investor mandates guide family office decisions.
- See how deal structure can support family priorities and investment requirements.
- Prepare clearer questions for prospective multifamily office providers.