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.
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.
Informs differentiated responsibility handovers in family-owned operating companies without equating public reputation with balanced stakeholder outcomes.
Planning family succession can coincide with greater social responsibility while leaving some stakeholders outside the improvement. Drawing on a survey of German family SMEs, this companion proposes a five-domain handover that examines community, market, supply-chain, employee and environmental responsibilities separately. It helps successors distinguish inherited reputation from documented operating commitments and consequences.
Adjacent philanthropy evidence, not a direct study of family offices. Tests framing and information in charitable allocation, relevant to evidence-first family grant governance.
A practical, source-specific protocol translating a student laboratory study of charitable framing into an information-first grant review. It separates factual comprehension, genuine choice and fundraising outcomes, assigns accountable owners, and specifies records and stopping rules. The proposed family-office process has not been empirically evaluated.
Adjacent evidence for family-foundation governance and uncertain philanthropic commitments. The population is UK online participants, not family offices or wealthy donors; the article tests predictors of charitable choice, not investment returns or relative social impact.
Research on small-stakes charitable decisions offers a useful restraint on family-office philanthropy: a conventional financial risk profile is not an established predictor of preference for uncertain charitable interventions. Drawing on Costa-Gomes and Schoenegger’s experiment, this AI-assisted editorial analysis proposes a grant-review process that separates donor intentions, intervention uncertainty, and organizational execution. It uses independent project assessment, explicit loss tolerances, staged learning and documented stop conditions. The proposed process has not itself been tested and does not prescribe an optimal grant allocation.
Adjacent evidence: US small and medium business CEOs, including a small family-firm subgroup, not family offices. Relevant to governance of family-controlled enterprises, succession opportunity and assessment bias; not evidence of family office performance.
A practical succession protocol inspired by observational research on CEO birth order. It separates ownership from management, audits access to development, precommits role criteria, and documents decisions without using birth order or gender as proxies for ability. The source studies CEOs, not family offices, and does not test this protocol.
Adjacent philanthropy evidence: affluent business-school alumni in a fundraising campaign, not family offices or institutional grant committees. Useful for donor communication evaluation and separating framing from allocation diligence.
A proposed protocol for family philanthropy that separates persuasive appeals from grant diligence and tests truthful communication against complete campaign outcomes. Based on a randomized alumni fundraising study, it preserves the distinction between donation size, participation and beneficiary impact, with explicit transfer limits.
Xiaodong Yu; Shize Sun; Xirong Cheng; Yize Lin; Huan Li
PLOS ONE · 2023-05-04
Adjacent evidence for family-office oversight of operating assets: 455 Chinese listed family firms and family CEO dismissal; not a study of family offices or investment performance.
AI-assisted editorial analysis of Yu and colleagues’ study of CEO dismissals in Chinese listed family firms. This companion proposes an auditable retention and succession process for family-controlled operating assets, with role-based standards, independent challenge and explicit limits on transferring the evidence to family offices. These procedures are editorial proposals, not interventions tested in the source.
AI-assisted editorial analysis translating Internationalization of family firms on innovation: Moderating impact of socioemotional wealth and institutional environment into proposed governance actions for family-controlled operating assets. The underlying research studies adjacent populations; the procedures have not been evaluated in a new study.
AI-assisted editorial analysis translating The impact of de-familization on green innovation: Evidence from SRDI family firms in China into proposed governance actions for family-controlled operating assets. The underlying research studies adjacent populations; the procedures have not been evaluated in a new study.
AI-assisted editorial analysis translating CEO social capital and implied cost of capital: Based on the empirical evidence of Chinese family businesses into proposed governance actions for family-controlled operating assets. The underlying research studies adjacent populations; the procedures have not been evaluated in a new study.
A manager's move toward a resilient sector can reflect expertise, opportunity, or imitation. This companion translates Wehking and Herberger's transaction-level research on private-equity reallocations during three economic shocks into a review of investment mandate, sector experience, liquidity commitments, and decision accountability. The proposed process tests whether the family office understands a change in exposure before treating that change as protection.
A corporate investor may seek financial return, strategic access, or both. Röhm and colleagues show that corporate venture investors' stated motivations are heterogeneous and associated with startup valuations. This companion proposes a disciplined ledger for family offices co-investing beside corporate investors: identify motives, translate promised resources into verifiable obligations, compare security terms, and rehearse conflicts before commitment.
Cross-border access can widen a family's opportunity set while weakening its ability to evaluate price and operating risk. Hammer and colleagues associate foreign buyouts with higher valuation multiples and examine conditions that narrow the difference. This companion converts the evidence into a transaction-specific information-gap register, local-partner challenge process, and staged approval protocol without treating geographic expansion as a universal advantage.
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.