Volume 1 · Issue 2 · 2026
Authority, succession and financial agency. Research that asks who gets to decide—and whose knowledge is heard.
A note to the reader
Read original research alongside separately attributed practical companions. Source findings and proposed practices are different kinds of evidence; every article retains its original attribution and publication date.
Contents
13–24 of 25 articles
Access to private capital · Research source
Barbara Orser; Susan Coleman; Yanhong Li
Small Business Economics · 2019-11-29 · CC BY 4.0
Gender-lens mandates & accountability for women’s leadership in family wealth and private capital; source findings remain specific to their study population.
Access to private capital · Research source
Livia Boerner; Thomas Fritz; Bernd Frick
Journal of Business Economics · 2024-10-02 · CC BY 4.0
Angel investing & decision discipline for women’s leadership in family wealth and private capital; source findings remain specific to their study population.
Access to private capital · Research source
Simon Kleinert; Kazem Mochkabadi
The Journal of Technology Transfer · 2021-10-11 · CC BY 4.0
Founder assessment & signaling for women’s leadership in family wealth and private capital; source findings remain specific to their study population.
Access to private capital · Research source
Udichibarna Bose; Stefano Filomeni; Elena Tabacco
Journal of Business Ethics · 2024-09-24 · CC BY 4.0
Private credit & relationship evidence for women’s leadership in family wealth and private capital; source findings remain specific to their study population.
Access to private capital · Research source
Malin Malmström; Barbara Burkhard; Charlotta Sirén; Dean Shepherd; Joakim Wincent
Journal of Business Ethics · 2023-10-17 · CC BY 4.0
Credit access & portfolio support for women’s leadership in family wealth and private capital; source findings remain specific to their study population.
Digital finance & investor participation · Research source
Pomme Theunissen; Matteo Millone
PLOS ONE · 2024-07-10 · CC BY 4.0
Crowdfunding & credit quality for women’s leadership in family wealth and private capital; source findings remain specific to their study population.
Digital finance & investor participation · Research source
Jörg Prokop; Dandan Wang
Small Business Economics · 2021-11-19 · CC BY 4.0
Follow-on capital & fair evaluation for women’s leadership in family wealth and private capital; source findings remain specific to their study population.
Digital finance & investor participation · Research source
Dandan Wang; Jörg Prokop
Small Business Economics · 2024-07-24 · CC BY 4.0
Sourcing networks & access for women’s leadership in family wealth and private capital; source findings remain specific to their study population.
Digital finance & investor participation · Research source
Ali Mohammadi; Kourosh Shafi
Small Business Economics · 2017-01-20 · CC BY 4.0
Investor participation & learning for women’s leadership in family wealth and private capital; source findings remain specific to their study population.
Financial agency across generations · Research source
Shohei Okamoto; Kohei Komamura
PLOS ONE · 2021-11-17 · CC BY 4.0
Okamoto and Komamura analyze 25,000 respondents in Japan's 2016 Financial Literacy Survey. Knowledge, self-assessed knowledge and reported financial behavior do not move together in a simple way across age and gender. The study is observational and context-specific. It does not establish a capacity test for trustees, a universal age threshold or a reason to presume that any woman needs remedial instruction. Its practical contribution is to distinguish what a person knows, how confident they feel and what they actually do. This companion proposes a voluntary learning process organized around that distinction.
Financial agency across generations · Research source
Karla Cordova; Markus M. Grabka; Eva Sierminska
European Journal of Population · 2022-08-22 · CC BY 4.0
A family can be wealthy while individual members hold very different rights to income, ownership and retirement security. Cordova, Grabka and Sierminska use German individual-level data to examine how pension entitlements alter the measured gender wealth gap. Their analysis shows that the definition of wealth matters and that redistributive pension features affect different parts of the distribution differently. It is not a valuation model for every jurisdiction or an estimate of wealthy families' circumstances. This companion proposes an individual wealth ledger that complements, rather than replaces, the family's consolidated balance sheet.
Financial agency across generations · Research source
Li Jia; Wenjing Lei; Gerrit Antonides
Journal of Family and Economic Issues · 2025-10-09 · CC BY 4.0
Jia, Lei and Antonides analyze the 2019 China Household Finance Survey and find a positive relationship between women's bargaining power and household stock investment. The study uses relative education as a proxy for bargaining power and investigates information attention and other mechanisms. These are not direct observations of every couple's private negotiation. The findings do not imply that increasing equity exposure is the right objective for a particular family. This companion proposes a charter that makes each adult's voice and access to information explicit while retaining individualized assessment of financial needs and risk.