Family-office data

Overview

A family-office record describes the organization and its available people, investment and fund context.

Field groups

Identity
People
Investment context

Field reference

SOURCE_DEPENDENT describes availability; access is a separate product/rights boundary. Null means unknown, not false or zero.

Field	Type	Availability	Access	Description
Organization name (family-office.name)	string · 0..1	SOURCE_DEPENDENT	FAMILY_OFFICE_INTELLIGENCE	The name on the organization research record.
Organization type (family-office.organization_type)	string · 0..1	SOURCE_DEPENDENT	FAMILY_OFFICE_INTELLIGENCE	Recorded family-office type, such as single-family or multi-family office.
Website (family-office.website)	string · 0..1	SOURCE_DEPENDENT	FAMILY_OFFICE_INTELLIGENCE	Recorded organization website.
Location (family-office.location)	string · 0..1	SOURCE_DEPENDENT	FAMILY_OFFICE_INTELLIGENCE	Recorded geographic or headquarters context.
Description (family-office.description)	string · 0..1	SOURCE_DEPENDENT	FAMILY_OFFICE_INTELLIGENCE	Source-dependent organization description.
Relevant people (family-office.people)	object[] · 0..many	SOURCE_DEPENDENT	FAMILY_OFFICE_INTELLIGENCE	Recorded professionals and their organization roles.
Recorded preferences (family-office.preferences)	object[] · 0..many	SOURCE_DEPENDENT	FAMILY_OFFICE_INTELLIGENCE	Available investment strategy, sector or geography preferences.
Declared mandates (family-office.declared_mandates)	object[] · 0..many	SOURCE_DEPENDENT	FAMILY_OFFICE_INTELLIGENCE	Organization-supplied strategy and mandate context where present.
Recorded investment context (family-office.investments)	object[] · 0..many	SOURCE_DEPENDENT	FAMILY_OFFICE_INTELLIGENCE	Available company or investment relationships associated with the organization.
Fund context (family-office.funds)	object[] · 0..many	SOURCE_DEPENDENT	FAMILY_OFFICE_INTELLIGENCE	Related fund or manager context where recorded.

Organization name

Field ID: family-office.name. Group: Identity. The name on the organization research record. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Similar names or shared domains do not establish that two organizations are the same entity.

Organization type

Field ID: family-office.organization_type. Group: Identity. Recorded family-office type, such as single-family or multi-family office. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Classification does not establish current investment appetite or a complete legal structure.

Website

Field ID: family-office.website. Group: Identity. Recorded organization website. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Not proof of legal identity, jurisdiction or an investment mandate.

Location

Field ID: family-office.location. Group: Identity. Recorded geographic or headquarters context. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Not a complete operating-location list or a jurisdictional guarantee.

Description

Field ID: family-office.description. Group: Identity. Source-dependent organization description. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Family wealth, individual wealth and organizational assets are different populations; do not equate them.

Relevant people

Field ID: family-office.people. Group: People. Recorded professionals and their organization roles. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: No complete contact coverage, verified principal linkage or decision-making authority is implied.

Recorded preferences

Field ID: family-office.preferences. Group: Investment context. Available investment strategy, sector or geography preferences. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Preferences may be incomplete or historical; they are not a current allocation decision.

Declared mandates

Field ID: family-office.declared_mandates. Group: Investment context. Organization-supplied strategy and mandate context where present. Evidence / dates: Use the recorded firm confirmation date only when supplied; undated declarations are not newly verified. Limitation: A defaulted status must not be presented as organization-stated. A stated status is not independently verified current appetite. Confirmation is optional and date-specific.

Recorded investment context

Field ID: family-office.investments. Group: Investment context. Available company or investment relationships associated with the organization. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: A disclosed investment does not establish a current holding or future willingness to invest.

Fund context

Field ID: family-office.funds. Group: Investment context. Related fund or manager context where recorded. Evidence / dates: Use only the source or event date actually recorded; record modification is not verification. Limitation: Fund, manager and allocator are separate entities. A fund link is not automatically a commitment.

Relationships to other entities

People connect through recorded professional roles. A role or title does not prove decision-making authority. Investment and fund links describe their own recorded relationship. They do not by themselves establish a current holding, commitment or mandate.

family-office research

Fictional request brief, entities, sources, values and dates. This is a documentation example, not a live HTTP response or customer result. Missing dates remain null.

Current availability: Reviewed bounded request. Execution: Manual / scoped. Automated invocation: Not currently available. API endpoint: None. MCP execution: None.

Input
Result
Evidence

A research brief for human scope review, not an API payload.

{
  "organization": "Example Rowan Family Office",
  "objective": "Recorded professional and investment context is available; current appetite is not established.",
  "intended_use": "Research preparation"
}

{
  "task_type": "organization-research",
  "status": "supported_with_unknowns",
  "entity": null,
  "subject": {
    "entity_type": "family-office",
    "name": "Example Rowan Family Office",
    "website": "https://example.com/fictional/family-office",
    "research_scope": null
  },
  "as_of": null,
  "result": {
    "summary": "Recorded professional and investment context is available; current appetite is not established.",
    "company": null,
    "criteria": [],
    "sections": [
      {
        "entity_type": "family-office",
        "data": {
          "name": "Example Rowan Family Office",
          "organization_type": "Single-family office",
          "website": "https://example.com/fictional/family-office",
          "location": "London, United Kingdom",
          "description": "Fictional family-office research record.",
          "people": [
            {
              "name": "Morgan Lee",
              "entity_type": "person",
              "role": "Investment Director"
            }
          ],
          "preferences": [
            {
              "dimension": "Sector",
              "value": "Industrial technology"
            }
          ],
          "declared_mandates": null,
          "investments": [
            {
              "name": "Example Automation Ltd",
              "entity_type": "company",
              "role": "Recorded investment"
            }
          ],
          "funds": null
        }
      }
    ]
  },
  "evidence": [
    {
      "field": "result.sections.0.data.name",
      "source_url": "https://example.com/fictional/family-office/source",
      "source_type": "official_website",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this name entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.organization_type",
      "source_url": "https://example.com/fictional/family-office/source",
      "source_type": "official_website",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this organization type entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.website",
      "source_url": "https://example.com/fictional/family-office/source",
      "source_type": "official_website",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this website entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.location",
      "source_url": "https://example.com/fictional/family-office/source",
      "source_type": "official_website",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this location entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.description",
      "source_url": "https://example.com/fictional/family-office/source",
      "source_type": "official_website",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this description entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.people",
      "source_url": "https://example.com/fictional/family-office/source",
      "source_type": "official_website",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this people entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.preferences",
      "source_url": "https://example.com/fictional/family-office/source",
      "source_type": "official_website",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this preferences entry. It does not establish current appetite or verification."
    },
    {
      "field": "result.sections.0.data.investments",
      "source_url": "https://example.com/fictional/family-office/source",
      "source_type": "official_website",
      "published_at": "2026-09-12T09:30:00Z",
      "captured_at": null,
      "observed_at": null,
      "verified_at": null,
      "basis": "The fictional source supplies this investments entry. It does not establish current appetite or verification."
    }
  ],
  "unknowns": [
    "Current allocation appetite",
    "Complete principal and contact coverage"
  ],
  "limitations": [
    "Every entity, source, date and value in this example is fictional. No real customer result or live task execution is shown.",
    "Available facts and result use remain subject to source rights, the agreed purpose and manual review."
  ],
  "rights": {
    "scope": "A task purchases the agreed bounded result, not database access, unrestricted API queries, contacts export or graph redistribution. Sources and unknowns accompany results. Purchaser authorization, scope acceptance, agreement and payment are required before manual fulfillment; no automated external task service is offered.",
    "raw_graph_access": false,
    "bulk_export": false,
    "graph_redistribution": false
  }
}

Each field path identifies the particular value supported by the source note.

Field path	Illustrated value	Source type	Basis
result.sections.0.data.name	”Example Rowan Family Office”	official_website	The fictional source supplies this name entry. It does not establish current appetite or verification.
result.sections.0.data.organization_type	”Single-family office”	official_website	The fictional source supplies this organization type entry. It does not establish current appetite or verification.
result.sections.0.data.website	”https://example.com/fictional/family-office”	official_website	The fictional source supplies this website entry. It does not establish current appetite or verification.
result.sections.0.data.location	”London, United Kingdom”	official_website	The fictional source supplies this location entry. It does not establish current appetite or verification.
result.sections.0.data.description	”Fictional family-office research record.”	official_website	The fictional source supplies this description entry. It does not establish current appetite or verification.
result.sections.0.data.people	[{“name”:“Morgan Lee”,“entity_type”:“person”,“role”:“Investment Director”}]	official_website	The fictional source supplies this people entry. It does not establish current appetite or verification.
result.sections.0.data.preferences	[{“dimension”:“Sector”,“value”:“Industrial technology”}]	official_website	The fictional source supplies this preferences entry. It does not establish current appetite or verification.
result.sections.0.data.investments	[{“name”:“Example Automation Ltd”,“entity_type”:“company”,“role”:“Recorded investment”}]	official_website	The fictional source supplies this investments entry. It does not establish current appetite or verification.

[
  {
    "field": "result.sections.0.data.name",
    "source_url": "https://example.com/fictional/family-office/source",
    "source_type": "official_website",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this name entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.organization_type",
    "source_url": "https://example.com/fictional/family-office/source",
    "source_type": "official_website",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this organization type entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.website",
    "source_url": "https://example.com/fictional/family-office/source",
    "source_type": "official_website",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this website entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.location",
    "source_url": "https://example.com/fictional/family-office/source",
    "source_type": "official_website",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this location entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.description",
    "source_url": "https://example.com/fictional/family-office/source",
    "source_type": "official_website",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this description entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.people",
    "source_url": "https://example.com/fictional/family-office/source",
    "source_type": "official_website",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this people entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.preferences",
    "source_url": "https://example.com/fictional/family-office/source",
    "source_type": "official_website",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this preferences entry. It does not establish current appetite or verification."
  },
  {
    "field": "result.sections.0.data.investments",
    "source_url": "https://example.com/fictional/family-office/source",
    "source_type": "official_website",
    "published_at": "2026-09-12T09:30:00Z",
    "captured_at": null,
    "observed_at": null,
    "verified_at": null,
    "basis": "The fictional source supplies this investments entry. It does not establish current appetite or verification."
  }
]

Evidence / dates

Supporting evidence attaches to a specific field. Missing publication, capture, observation and verification dates remain unknown. Subscription views do not expose every source URL or date. Read evidence and date semantics.

What may be unknown

Current appetite, contact completeness, a universally verified ticket size and a dedicated verified principal linkage are not guaranteed. Family wealth, individual wealth and organizational AUM are different measures. Do not substitute one for another.

Access & rights

Access scope: FAMILY_OFFICE_INTELLIGENCE. Field descriptions are public; premium records remain permissioned. A task purchases the agreed bounded result, not database access, unrestricted API queries, contacts export or graph redistribution. Sources and unknowns accompany results. Purchaser authorization, scope acceptance, agreement and payment are required before manual fulfillment; no automated external task service is offered.

Getting started

Data

Tasks

Results

Reference

Agents

Overview

Field groups

Field reference

Organization name

Organization type

Website

Location

Description

Relevant people

Recorded preferences

Declared mandates

Recorded investment context

Fund context

Relationships to other entities

family-office research

Evidence / dates

What may be unknown

Access & rights

​Overview

​Field groups

​Field reference

​Organization name

​Organization type

​Website

​Location

​Description

​Relevant people

​Recorded preferences

​Declared mandates

​Recorded investment context

​Fund context

​Relationships to other entities

​family-office research

​Evidence / dates

​What may be unknown

​Access & rights

​Related tasks

Overview

Field groups

Field reference

Organization name

Organization type

Website

Location

Description

Relevant people

Recorded preferences

Declared mandates

Recorded investment context

Fund context

Relationships to other entities

family-office research

Evidence / dates

What may be unknown

Access & rights

Related tasks