Designing and Building a Single Family Office, video 8 of 20

$100M & $1B+ Single Family Office Investor Mandates & Strategies

This video examines how single family offices at different asset levels may set investment mandates, governance processes, reporting practices, and operating priorities. For a family evaluating a multifamily office, these themes help frame expectations around investment scope, delegation, transparency, and coordination across complex holdings and generations. Comparing those needs with an MFO’s capabilities can clarify where outside support may fit. The goal is educational and can help families prepare focused discussions with prospective providers.

Why watch

• Understand how family office scale can influence investment mandates and operating priorities.
• Assess whether an MFO can support your family’s governance, reporting, and investment needs.
• Prepare focused questions about strategy, oversight, delegation, and service capacity before choosing an MFO.