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Drafting a family-office property mandate

A template, with the four clauses that matter most.

  • Advanced
  • Investor
  • HNWI / UHNWI
  • Legal
  • Property management
17 May 2026 11 min readBy Sophia Beaumont · Head of Portfolio Office
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How a family office briefs a property advisor.
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Written by

Sophia Beaumont

Head of Portfolio Office

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