Which parts of the mandate reflect family identity rather than investment constraints?

Family Office Private Wealth Journal · Editorial research desk · 2 November 2026

Companion to Business family identity in single family offices – A configurational approach by Clemens Christian Krüger; Christian-Titus Klaiber; Reinhard Prügl.

Decision in practice

Two branches agree on a return target but disagree about selling the founding company. A consolidated score hides the dispute.

Committee assignment

Have each branch describe one outcome it would reject even at a higher return. Separate identity constraints from preferences that can be traded off.

Record and decision rule

A signed constraint register with named decision owners. Pause a proposed sale if a protected asset has no agreed consent rule.

Illustrative application by the editorial desk. The source authors did not evaluate or endorse this procedure.