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.
Adjacent evidence relevant to family-office financial decisions, governance, education or property risk. The original study is not a direct family-office sample; the practical transfer is proposed and limited.
This AI-assisted editorial analysis uses a Chinese household survey to distinguish digital financial literacy, higher consumption and financial wellbeing. It proposes an education protocol that measures understanding and affordability rather than account openings, borrowing or spending targets. The source does not establish that training improves wealth or welfare.
Ryan L. Sriver; Robert J. Lempert; Per Wikman-Svahn; Klaus Keller
PLOS ONE · 2018-02-07
Adjacent evidence relevant to family-office financial decisions, governance, education or property risk. The original study is not a direct family-office sample; the practical transfer is proposed and limited.
This AI-assisted editorial analysis translates a 2018 idealized Port of Los Angeles infrastructure study into a proposed process for examining coastal-property decisions under deep uncertainty. It separates exploratory scenario counts from probabilities and links decision thresholds to current local engineering evidence. Historical model outputs are not current property-risk estimates.
Preeti Sunderaraman; Silvia Chapman; Megan S. Barker; Stephanie Cosentino
PLOS ONE · 2020-07-02
Adjacent evidence relevant to family-office financial decisions, governance, education or property risk. The original study is not a direct family-office sample; the practical transfer is proposed and limited.
This AI-assisted editorial analysis uses a study of 93 healthy adults to separate confidence in financial decisions from demonstrated understanding. It proposes respectful, task-specific clarification and consent records while preserving personal agency. Research measures are not clinical or legal capacity assessments.
Dorien F. Bangma; Anselm B. M. Fuermaier; Lara Tucha; Oliver Tucha; Janneke Koerts
PLOS ONE · 2017-08-09
Adjacent evidence relevant to family-office financial decisions, governance, education or property risk. The original study is not a direct family-office sample; the practical transfer is proposed and limited.
This AI-assisted editorial analysis draws on research finding different age relationships across financial decision tasks. It proposes clearer constraint comparisons, documented support preferences and explicit authority without using chronological age as an individual capacity judgment. Laboratory findings do not establish real-world loss prevention.
Armando Aguayo-Mendoza; Ane Irizar-Arrieta; Diego Casado-Mansilla; Cruz E. Borges
PLOS ONE · 2024-03-21
Adjacent evidence relevant to family-office financial decisions, governance, education or property risk. The original study is not a direct family-office sample; the practical transfer is proposed and limited.
This AI-assisted editorial analysis uses expert elicitation and household survey research to examine energy-investment adoption assumptions beyond price subsidies. It proposes tracking technical fit, perceived control and actual adoption stages. Unvalidated archetypes and inconsistent subgroup statements are disclosed and are not used to target individuals.
This AI-assisted editorial analysis uses a Chinese investor survey to distinguish predicting reported behavior from establishing an individual’s investment needs. The proposed workflow replaces demographic shortcuts with direct preference records, outcome-specific validation and human review. It has not been tested in family offices.
A survey of Malaysian Muslim Islamic unit trust investors links reported intentions with attitudes, subjective norms, financial literacy and fintech self-efficacy. This AI-assisted companion proposes a digital-access and decision-consent process while preserving the distinction between confidence, intention and investment suitability. Reporting inconsistencies in the source are explicitly retained as limitations.
A laboratory lottery experiment found different tendencies to randomize under different payoff structures. This AI-assisted companion translates the study into a proposed audit of decision rules, evidence updates and pattern claims. It does not equate diversified investing with an error or claim the experiment validates a family-office trading strategy.
This AI-assisted analysis uses a Chinese household finance paper to demonstrate how source-quality checks change practical conclusions. A regional lottery-sales proxy is not an individual risk diagnosis, and internal reporting tensions prevent unqualified reuse of some claims. The proposed exposure review focuses on actual assets, contracts and decision records.
A European survey and hypothetical renewable-energy choice experiment links collective environmental motivation with lower money discounting and policy acceptance. This AI-assisted companion proposes separate records for financial underwriting, environmental objectives and stakeholder participation. It does not convert a survey-derived discount rate into an investment hurdle rate.
Adjacent evidence for family-office oversight and financial decisions; no directly studied family-office sample. Deadline discipline: separating risk framing from the time available to decide
AI-assisted editorial analysis. The source compares risky monetary choices presented as stated probabilities with choices learned through sampling. In the description experiment, time pressure interacted with whether outcomes were gains or losses: participants took fewer risky loss choices under pressure, while the increase for gain choices was a nonsignificant trend. The experience experiment found no overall time-pressure effect on risk taking, although some interactions occurred at particular probabilities and payoff levels. It did find less information sampling under pressure. A family office should therefore avoid the simple slogan that rushed people always take more risk or always become conservative.
Crystal Reeck; O’Dhaniel A. Mullette-Gillman; R. Edward McLaurin; Scott A. Huettel
PLOS ONE · 2022-12-16
Adjacent evidence for family-office oversight and financial decisions; no directly studied family-office sample. Risk conversations across domains without turning personality into a portfolio rule
AI-assisted editorial analysis. The source examines 304 adults recruited from the Duke University and Durham community. Participants completed a forty-item DOSPERT risk questionnaire and a task involving choices between certain payments and probabilistic gains. The analysis found that a domain-general component of questionnaire responses predicted measured financial risk premiums more strongly than the investing-specific component. This is useful evidence that a conversation limited to investment vocabulary may miss relevant attitudes. It does not show that recreational behavior determines a suitable asset allocation or that a general score measures a family’s financial capacity to lose money.
This expansion has added 208 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.
5.2% 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.