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The Mandel Family Office

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Mandates
✦ AI-enriched · 1 field · 75% confData completeness 40%Updated 2026-05-16Sources: SRC-FO-BATCH-2026-05

Mandate & appetite

Preferred strategies
CorePrivate Equity
Target geographies
Typical ticket
AUM
Real-asset allocation
RE 100%
Appetite

Investor profile

The Mandel Family Office, a boutique family office based in Boca Raton, Florida, specializes in holistic financial planning for business owners, focusing on tax mitigation, principal-protected investments, and private placement life insurance strategies to grow and protect assets.

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