Volume 1 · An expanding evidence collection

Research into practice.
Judgment into stewardship.

A disciplined reading path for families who govern capital. Each attributed research edition sits beside an original practical companion, with a separate passage agent for each work.

New research editions

103

New practical companions

103

Paired passage agents

206

A purposeful collection

Choose the decision
you need to improve.

Family-office research is complemented by relevant studies of family businesses, capital markets, property and financial decisions. Each article states the setting actually studied. An application to a family office is an editorial inference, not a claim that every original study sampled family offices.

The reading paths

Intelligence, trust & financial decisions

Human oversight, fraud prevention, financial agency and warranted reliance on algorithms.

25

Intelligence, trust & financial decisions · CC BY 4.0

The extent of algorithm aversion in decision-making situations with varying gravity

Ibrahim Filiz; Jan René Judek; Marco Lorenz; Markus Spiwoks

PLOS ONE · 2023-02-21

Adjacent evidence for family-office oversight and financial decisions; no directly studied family-office sample. Warranted reliance on algorithms: make performance and consequences visible

Original practical companion

Warranted reliance on algorithms: make performance and consequences visible

AI-assisted editorial analysis. The source reports an experiment with 143 students at a German university. Participants chose between a human expert and an algorithm in one of six framed service scenarios. The algorithm was assigned a seventy percent success probability and the human expert sixty percent, with the same monetary incentive across scenarios. Participants were less likely to select the algorithm in scenarios perceived as more serious. This provides a useful question for family-office technology governance: does the perceived gravity of a task alter willingness to use a tool even when its performance information is held constant?

26

Intelligence, trust & financial decisions · CC BY 4.0

The nexus between corporate governance, risk taking, and growth

Alin Marius Andries; Daniela Balutel; Iulian Ihnatov; Silviu Gabriel Ursu

PLOS ONE · 2020-02-04

Adjacent evidence for family-office oversight and financial decisions; no directly studied family-office sample. Governance is not a target score: connect oversight to the risks an enterprise can carry

Original practical companion

Governance is not a target score: connect oversight to the risks an enterprise can carry

AI-assisted editorial analysis. The source studies large nonfinancial listed companies across ten countries using data from 2004 through 2009. It reports an inverted-U relationship between a composite corporate governance index and a measure of investment risk, followed by positive associations between instrumented risk and growth in sales or assets. The reported turning point of approximately 0.61 belongs to that index, sample and model. It is not a recommended governance score for a family office, and it is not evidence that reducing safeguards will increase returns. The paper is most useful as a prompt to examine how oversight shapes both protection and decision capacity.

27

Intelligence, trust & financial decisions · CC BY 4.0

A novel investigation of the influence of corporate governance on firms’ credit ratings

Abdullah A. K. Alkhawaldeh; Jamil J. Jaber; Dalila Boughaci; Noriszura Ismail

PLOS ONE · 2021-05-04

Adjacent Jordanian listed-firm research relevant to borrower governance diligence; not a directly sampled family-office population.

Original practical companion

Credit Governance Without Reputation Shortcuts: A Borrower Diligence Protocol

A proposed family-office credit review separates repayment capacity from board reputation, translates the source variables carefully and tests conflicts between controlling owners and creditors.

28

Intelligence, trust & financial decisions · CC BY 4.0

Putting a human in the loop: Increasing uptake, but decreasing accuracy of automated decision-making

Daniela Sele; Marina Chugunova

PLOS ONE · 2024-02-09

Adjacent evidence for AI oversight: university-associated participants predicting educational performance, not family offices, investment professionals or portfolio decisions.

Original practical companion

Human Oversight That Earns Its Place: Testing Review Quality in a Family Office

A proposed governance protocol for measuring whether human review improves an automated workflow. Drawing on an experiment in educational performance prediction, it separates adoption, confidence, correction activity and decision quality. The source did not study family offices or investment performance.

Publication and review record · 2026-11-01

Count the evidence. Preserve the distinction.

This expansion has added 206 works toward the requested 4,000: 2,000 source editions and 2,000 practical companions. The 104 works already in the journal are excluded from that target.

5.1% of the requested expansion published.

Article-specific license, metadata and source checks are recorded separately from human peer review. New practical companions are AI-assisted editorial analyses; no independent human peer-review acceptance is asserted. Recorded independent human acceptance for the new companions: 0. Source authors, original journals, publication dates and existing DOIs remain unchanged.

1,778 further metadata-screened leads are retained for investigation. Potential sources only. Publisher/version rights, full text, quality, retraction and related-version checks remain to be completed. They do not count as published articles or agents.

Checked DOI, source-version DOI and normalized title in available repository catalogs. Live submissions and all earlier review queues were not fully available; platform-wide novelty is not claimed.