Designing and Building a Single Family Office, video 5 of 20
Single Family Office & Direct Investment Investor Mandate Interview
This video examines how a single family office can define a direct investment mandate and align its operating model with family priorities. A clear mandate helps set investment scope, decision rights, approval processes, diligence responsibilities, reporting, and the role of family members and outside professionals. Families comparing multi-family office support can use these topics to assess control, coordination, transparency, and service fit before engaging an advisor.
Why watch
- Understand how a direct investment mandate can shape family office services and decision rights.
- Prepare better questions about governance, approvals, diligence, reporting, and coordination with outside professionals.
- Compare multi-family office models against the family’s desired level of control and involvement.