Volume 2 · Issue 1 · 2026
Governance, succession and the decisions that keep responsibility visible.
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
25–36 of 47 articles
Governance & succession · Research source
Axel Sonntag; Daniel John Zizzo
PLOS ONE · 2015-08-07 · CC BY 4.0
Adjacent philanthropy and resource-allocation research relevant to family-office governance; no family offices directly studied.
Governance & succession · Research source
Hongpeng Wang; Yang Zhang; Ming Tian; Zhenhua Wang; Yuan Ding
PLOS ONE · 2022-04-13 · CC BY 4.0
Adjacent philanthropy and resource-allocation research relevant to family-office governance; no family offices directly studied.
Governance & succession · Research source
Yiling Zhang; Lang Wei
PLOS ONE · 2022-11-10 · CC BY 4.0
Adjacent evidence for family-office governance and financial decision processes; no directly studied family-office sample. Audit culture without a philanthropy shortcut: selecting independent assurance for family capital
Governance & succession · Research source
Dongli Cao; Chunxian Nie
PLOS ONE · 2024-10-22 · CC BY 4.0
Adjacent evidence for family-office governance and financial decision processes; no directly studied family-office sample. Keep corporate giving separate from environmental compliance: a family-enterprise oversight protocol
Governance & succession · Research source
Ruofan Bai
PLOS ONE · 2023-11-14 · CC BY 4.0
Adjacent evidence for family-office governance and financial decision processes; no directly studied family-office sample. Financial wellbeing is not a portfolio return: designing next-generation money education
Governance & succession · Research source
Zhiyuan Luo; S. M. Ferdous Azam; Laixi Wang
PLOS ONE · 2023-12-18 · CC BY 4.0
Adjacent evidence for family-office governance and financial decision processes; no directly studied family-office sample. Do not turn financial-literacy correlations into return promises: a household investment review
Governance & succession · Research source
Geesara Kasthuri Arachchi; Ishan Perera; Chathurya Gamage; Shehara Wijesinghe; Krishantha Wisenthige; Nirmani Dayapathirana
PLOS ONE · 2026-07-21 · CC BY 4.0
Adjacent evidence for family-office governance and financial decision processes; no directly studied family-office sample. Financial capability before fintech adoption: a diligence guide for SME investments
Governance & succession · Research source
Tang My Sang
PLOS ONE · 2026-04-15 · CC BY 4.0
Adjacent evidence for family-office governance and financial decision processes; no directly studied family-office sample. Digital confidence is not investment discipline: an oversight protocol for cryptocurrency decisions
Governance & succession · Research source
Stephen P. Miller
Frontiers in Psychology · 2023-06-15 · CC BY 4.0
Adjacent family-business succession research. Informs cautious design of delegated responsibility and feedback in family offices; does not directly study family offices.
Governance & succession · Research source
Dong Zheng; Rajib Ali; Zhao Feifei; Muhammad Shaique
PLOS ONE · 2025-02-14 · CC BY 4.0
Adjacent evidence about oversight of operating-company financial reporting; the participants were not family offices.
Governance & succession · Research source
Javier Corral-Lage; Asier Garayeta; Eduardo Trigo; J. Iñaki De la Peña
PLOS ONE · 2024-10-11 · CC BY 4.0
Adjacent research on listed-company boards; informs questions for oversight of operating companies, not a family-office sample.
Governance & succession · Research source
Ayesha Kashif; Amaia Maseda; Txomin Iturralde
Review of Managerial Science · 2026-03-05 · CC BY 4.0
Offers an evidence-informed framework for reviewing relationship dependence, outside challenge and succession in family-owned portfolio companies.