Multifamily Office Foundations and Investor Mandates, video 15 of 20

Keeping the Family Together: Multifamily Offices Under $300M

This video explores how a family with under $300 million may evaluate a multifamily office. Families often need coordinated support for investment oversight, reporting, administration, planning, and governance. An MFO can provide shared infrastructure and access to experienced professionals without requiring one family to build every function internally. The right fit depends on the family's size, complexity, goals, decision process, and desired level of control. This discussion gives families a practical starting point for assessing whether an MFO can improve coordination and keep family members working from consistent information and shared priorities.

Why watch

• Understand why a multifamily office may fit a family with under $300 million.
• Identify the family needs and operating questions that should guide an MFO evaluation.
• Use a practical framework to discuss coordination, control, governance, and shared family priorities.