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Volume 3 · Issue 1 · 2026

The Family Office Decision Book

100 open research articles for the choices that shape capital, families and the world around them.

100 research & analysis articlesOpen access
Explore the contents ↓

A note to the reader

This issue draws from listed companies, households, experiments and other adjacent settings. It is not a collection of 100 studies directly sampling family offices. Use the evidence to sharpen questions; check each paper’s population, methods and limitations before applying it. Each source has its own passage agent. Original findings remain distinct from the editorial practice articles elsewhere in the journal.

Contents

A good place to begin.

Issue register ↗

1–12 of 100 articles

01

Financial judgment & family learning · Research source

Enhancing older adult financial decision making through the use of self-evaluation worksheets

Natalie L Denburg; Sam M Collins; Norma P Garcia; Prescott Cole
Frontiers in Psychology · 2022-09-27 · CC BY 4.0

Adjacent household, retail-investor or financial-capability research for family-office beneficiary education, financial agency and decision-process diligence; not a family-office sample unless explicitly established in the source.

02

Financial judgment & family learning · Research source

Trust Dynamics in Financial Decision Making: Behavioral Responses to AI and Human Expert Advice Following Structural Breaks

Hyo Young Kim; Young Soo Park
Behavioral Sciences · 2024-10-17 · CC BY 4.0

Adjacent household, retail-investor or financial-capability research for family-office beneficiary education, financial agency and decision-process diligence; not a family-office sample unless explicitly established in the source.

03

Financial judgment & family learning · Research source

Economic Cognitions Among Older Adults: Parental Socialization Predicts Financial Planning for Retirement

Francisco Palaci; Irene Jiménez; Gabriela Topa
Frontiers in Aging Neuroscience · 2017-11-21 · CC BY 4.0

Adjacent household, retail-investor or financial-capability research for family-office beneficiary education, financial agency and decision-process diligence; not a family-office sample unless explicitly established in the source.

04

Financial judgment & family learning · Research source

Psychological mechanisms linking a financial-literacy curriculum to scenario-based financial decision quality: a cluster randomized trial of financial self-efficacy and future-orientation in Chinese vocational students

Shaoran Yu; Zhao Zhang
Frontiers in Psychology · 2026-08-10 · CC BY 4.0

Adjacent household, retail-investor or financial-capability research for family-office beneficiary education, financial agency and decision-process diligence; not a family-office sample unless explicitly established in the source.

05

Financial judgment & family learning · Research source

Digital financial literacy and trust in hybrid AI advisory: Explaining perceived private wealth management capability among digitally engaged retail investors in an emerging market

Minh Tu Tran; Marie Paseková
PLOS One · 2026-10-30 · CC BY 4.0

Adjacent household, retail-investor or financial-capability research for family-office beneficiary education, financial agency and decision-process diligence; not a family-office sample unless explicitly established in the source.

06

Financial judgment & family learning · Research source

No Loan Comes Without a Price: Financial Literacy, Mental Health, and Consumer Loan Use Among Young Adults in Sweden

Henrik Levinsson; Emma Samuelsson; Antonia Bjarup Nehlin; Signe Pröjts Erlandsson
Behavioral Sciences · 2026-02-26 · CC BY 4.0

Adjacent household, retail-investor or financial-capability research for family-office beneficiary education, financial agency and decision-process diligence; not a family-office sample unless explicitly established in the source.

07

Financial judgment & family learning · Research source

Between Knowledge and Strategy: A Cross-Sectional Study on Financial Literacy, Coping, Consumer Loans, and Payment Preferences Among Young Adults in Sweden

Henrik Levinsson; Lydia Santérus; Emma Samuelsson
Behavioral Sciences · 2025-11-08 · CC BY 4.0

Adjacent household, retail-investor or financial-capability research for family-office beneficiary education, financial agency and decision-process diligence; not a family-office sample unless explicitly established in the source.

10

Financial judgment & family learning · Research source

Beyond algorithmic trust: human–AI interaction competency strengthens AI-driven financial decision-making and financial resilience

M Vijayananth; N Saravanabhavan
Frontiers in Artificial Intelligence · 2026-06-01 · CC BY 4.0

Adjacent household, retail-investor or financial-capability research for family-office beneficiary education, financial agency and decision-process diligence; not a family-office sample unless explicitly established in the source.