Multifamily Office Foundations and Investor Mandates
We start with the foundations of multifamily offices and the investor mandates that guide them. The series defines the model, its purpose, and the range of families and clients it can serve. It introduces mandates across private equity, real estate, healthcare, telemedicine, alternatives, banking, and opportunity zones. The focus stays practical, giving us a clear vocabulary for understanding office structures, decision criteria, and capital priorities.
Video 1Multifamily Office Wealth Management Firm Investor Mandate Interview (Toronto, Canada)
Video 2$1B+ Multifamily Office Serving Centimillionaire Clients, Investor Mandate Interview
Video 3New York City $1B+ Multi-Family Office Investor Mandate Interview on Private Equity and Real Estate
Video 4$1 Billion in Assets: Trends in Multi-Family Offices & Wealth Advisors
Video 5Closing Deals With Wealth Advisors and Multi-Family Offices - Best Practices and Case Studies of ...
Video 6Multi-Family Office and Wealth Management Firm Investors: How Is the Industry Changing?
Video 7Inside a Modern Multi-Family Office: Global Investing, Deal Structuring and Next-Generation Insights
Video 8Midwest Multi-Family Office Investor Mandate Interview on Opportunity Zones and Fund Manager Investing
Video 9Mexico City Multi-Family Office Investment Mandate Interview
Video 10$7B+ Multi-Family Office, Private Equity, & Fund Manager Investor Mandate Interview
Video 11Multi-Family Office Investor Mandate Interview
Video 12Multi Family Office Fee Structures
Video 13Single Family Office Investor Mandate Focused on Alternatives, Banking, Private Equity and Real Estate
Video 14Healthcare, Telemedicine & Distressed Real Estate Single Family Office Investor Mandate Interview
Video 15Keeping the Family Together: Multifamily Offices Under $300M
Video 16Expert Insights on Raising Capital from Multifamily Offices
Video 17Top Insights from Multi-Family Offices at Our Investor Club Event
Video 18Raising Capital from Single Family Offices & Ultra-Wealthy Investors
Video 19Investor Discussion Panel #003 Top Multi-Family Office Mandates - What Are The Larger Family Offi...
Video 20Designing Your Single Family Office Early as a Centimillionaire