Designing and Building a Single Family Office, video 9 of 20
European Single-Family Office Investor Mandate Interview
This video focuses on the investor mandate of a European single-family office. An investor mandate sets direction for capital, including objectives, time horizon, risk limits, liquidity needs, governance, and reporting expectations. For a family considering a multi-family office, the mandate provides a reference point for services and recommendations. It helps define the support the family needs, which decisions should remain with the family, and which responsibilities can be shared with an MFO. A clear mandate also supports coordination when family priorities change. Use this subject to prepare questions before selecting an MFO and to align the relationship with the family's goals.
Why watch
- Learn why an investor mandate should guide the relationship between a family and its multi-family office.
- Use mandate categories to clarify goals, risk preferences, liquidity needs, governance, and reporting expectations.
- Prepare practical questions for evaluating whether an MFO can support the family's priorities over time.