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
37–47 of 47 articles
Governance & succession · Research source
Anna Maria Bornhausen; Torsten Wulf
Small Business Economics · 2023-09-27 · CC BY 4.0
Supports a practical distinction among expertise, willingness and authority when family capital sponsors digital change in operating businesses.
Governance & succession · Research source
Jiamu Sun; Massimiliano Matteo Pellegrini; Marina Dabić; Kai Wang; Cizhi Wang
Review of Managerial Science · 2023-03-07 · CC BY 4.0
Helps family investors distinguish ownership, control, institutional constraints and issue-specific evidence when assessing portfolio-company stewardship.
Governance & succession · Research source
Andrea Stübner; Svenja Jarchow
Journal of Business Economics · 2022-11-29 · CC BY 4.0
Informs differentiated responsibility handovers in family-owned operating companies without equating public reputation with balanced stakeholder outcomes.
Governance & succession · Research source
Claudia Keser; Hartmut Kliemt; Maximilian Späth
PLOS ONE · 2023-07-11 · CC BY 4.0
Adjacent philanthropy evidence, not a direct study of family offices. Tests framing and information in charitable allocation, relevant to evidence-first family grant governance.
Governance & succession · Research source
Miguel Costa-Gomes; Philipp Schoenegger
PLOS ONE · 2022-09-22 · CC BY 4.0
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.
Governance & succession · Research source
Cláudia Custódio; Stephan Siegel
PLOS ONE · 2020-06-30 · CC BY 4.0
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.
Governance & succession · Research source
Ashley V. Whillans; Elizabeth W. Dunn
PLOS ONE · 2018-12-06 · CC BY 4.0
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.
Governance & succession · Research source
Xiaodong Yu; Shize Sun; Xirong Cheng; Yize Lin; Huan Li
PLOS ONE · 2023-05-04 · CC BY 4.0
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.
Governance & succession · Research source
Lixin Zhou; Hanwei Zhou; Xiao Wei
PLOS ONE · 2025-05-12 · CC BY 4.0
Family-office governance of operating assets; source-specific application rather than evidence directly studying family offices.
Governance & succession · Research source
Jiarong Huang; Lixin Zhou; Shuai Song; Hanwei Zhou
PLOS ONE · 2025-01-10 · CC BY 4.0
Family-office governance of operating assets; source-specific application rather than evidence directly studying family offices.
Governance & succession · Research source
Ya Qi; Ying Zou; Fuan Shi
PLOS ONE · 2025-03-11 · CC BY 4.0
Family-office governance of operating assets; source-specific application rather than evidence directly studying family offices.