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Designing and Building a Single Family Office, video 12 of 20

Midwest Single Family Office Investor Mandate Interview - Technology, Film, Cannabis, Oil & Gas/M...

This video examines a Midwest single family office mandate covering technology, film, cannabis, and oil and gas. The subject helps families assess whether a multifamily office can evaluate specialized sectors, manage different risk profiles, coordinate reporting, and align investment decisions with family priorities. It also supports practical discussions about investment scope, concentration, liquidity, governance, and outside specialists.

Why watch

  • See how a multi-sector mandate can shape the services and expertise a family expects from an MFO.
  • Prepare questions about sector knowledge, due diligence, risk controls, and portfolio reporting.
  • Compare your family’s investment scope with an MFO’s capabilities, governance process, and specialist network.

Ask Richard

Have a question about multifamily offices, fees or how to compare firms? Richard C. Wilson has run Family Office Club since 2007 and answers reader questions directly.

Send a question Text or WhatsApp (808) 600-9260