Volume 2 · Issue 4 · 2026
Financial decisions, accountable technology and the limits of confidence.
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
1–12 of 28 articles
Intelligence, trust & financial decisions · Research source
Patrick Weber; K. Valerie Carl; Oliver Hinz
Management Review Quarterly · 2023-02-28 · CC BY 4.0
Provides a concrete procurement discipline for offices buying AI-driven risk, portfolio, diligence or reporting tools.
Intelligence, trust & financial decisions · Research source
Achiel Fenneman; Joern Sickmann; Thomas Pitz; Alan G. Sanfey
PLOS ONE · 2021-02-25 · CC BY 4.0
Helps a family office distinguish reasonable skepticism, inaccurate expectations and unjustified confidence when introducing decision-support systems.
Intelligence, trust & financial decisions · Research source
Aliyu Ali Bawalle; Mostafa Saidur Rahim Khan; Yoshihiko Kadoya
PLOS ONE · 2025-03-21 · CC BY 4.0
Offers a governance process for distinguishing necessary liquidity actions, changed risk assumptions and unsupported conviction during market stress.
Intelligence, trust & financial decisions · Research source
Gianna Figà-Talamanca; Paola Musile Tanzi; Eleonora D’Urzo
PLOS ONE · 2022-06-29 · CC BY 4.0
Supports inclusive onboarding for principals, spouses, next-generation members and staff with different levels of digital and financial experience.
Intelligence, trust & financial decisions · Research source
Brandon E. Gavett; Rui Zhao; Samantha E. John; Cara A. Bussell; Jennifer R. Roberts; Chuan Yue
PLOS ONE · 2017-02-03 · CC BY 4.0
Informs accessible, nonpunitive phishing exercises and transaction-verification training across family members and staff.
Intelligence, trust & financial decisions · Research source
Benjamin Havers; Kartikeya Tripathi; Alexandra Burton; Sally McManus; Claudia Cooper
PLOS ONE · 2024-12-18 · CC BY 4.0
Supports fraud reporting and recovery controls that do not mistake fewer reports for lower harm, especially across generations.
Intelligence, trust & financial decisions · Research source
Mark Button; David Shepherd; Chloe Hawkins; Jacki Tapley
Security Journal · 2025-06-25 · CC BY 4.0
Helps a family office design protective communication that supports autonomy and reporting rather than creating avoidant behavior or shame.
Intelligence, trust & financial decisions · Research source
Mark Button; David Shepherd; Chloe Hawkins; Jacki Tapley
Crime Prevention and Community Safety · 2024-10-23 · CC BY 4.0
Provides an actionable distribution and follow-up system for family protection, including people who are isolated or do not routinely use digital channels.
Intelligence, trust & financial decisions · Research source
Francisco Palací; Irene Jiménez; Gabriela Topa
PLOS ONE · 2018-12-14 · CC BY 4.0
Provides a structured follow-through process for family-enterprise retirement education and transitions, with economic constraints kept distinct from motivation.
Intelligence, trust & financial decisions · Research source
Tomasz Szopiński; Michał Buszko; Małgorzata Porada-Rochoń
PLOS One · 2026-03-19 · CC BY 4.0
Supports a carefully bounded AI financial-learning service for beneficiaries and next-generation family members without conflating engagement with competence.
Intelligence, trust & financial decisions · Research source
Elisabeth Carter; Vasileios Karagiannopoulos; Annie Kirby; Mark Button
Security Journal · 2026-10-15 · CC BY 4.0
Informs respectful incident disclosure, cross-generational support and practical fraud learning without assigning blame or overriding decision-making authority.
Intelligence, trust & financial decisions · Research source
Witold Orzeszko; Dariusz Piotrowski
PLOS ONE · 2024-05-06 · CC BY 4.0
Helps offices challenge a vendor’s customer segmentation claims and protect beneficiaries from propensity scores being mistaken for sound financial recommendations.