Designing and Building a Single Family Office, video 7 of 20
Pension Funds and Single Family Offices Investor Mandate Interview
This video focuses on investor mandates used by pension funds and single family offices. For a family choosing a multifamily office, the topic helps frame questions about service scope, decision rights, reporting, communication, risk limits, and investment priorities. A clear mandate also helps a family compare its needs with an MFO's operating model. Families can use this framework to consider how institutional processes fit with personal goals, family governance, privacy, and planning. Start by defining what the family needs, then assess whether an MFO can support that mandate consistently.
Why watch
- Understand how investor mandates shape the fit between a family and an MFO.
- Prepare better questions about governance, reporting, service scope, and communication.
- Clarify which priorities should guide an MFO selection process.