Multifamily Office Foundations and Investor Mandates, video 11 of 20

Multi-Family Office Investor Mandate Interview

This video focuses on using an investor mandate interview to clarify a family’s priorities before selecting a multi-family office. The discussion can cover investment objectives, service needs, governance, decision authority, reporting, and communication. Clear expectations help the family and MFO assess fit, identify gaps, and define how the relationship will operate. A documented mandate gives both sides a shared starting point for ongoing investment and family office decisions.

Why watch

• Understand how an investor mandate interview can clarify fit with a multi-family office.
• Use the discussion to define family priorities, service expectations, governance, and decision authority.
• Prepare focused questions for comparing MFO structures and capabilities before establishing a long-term relationship.