> ## Documentation Index
> Fetch the complete documentation index at: https://docs.altss.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Family-office data
> A family-office record describes the organization and its available people, investment and fund context.
## 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.
A research brief for human scope review, not an API payload.
```json theme={null}
{
"organization": "Example Rowan Family Office",
"objective": "Recorded professional and investment context is available; current appetite is not established.",
"intended_use": "Research preparation"
}
```
```json theme={null}
{
"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](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. |
```json theme={null}
[
{
"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](/evidence-and-dates).
## 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.
## Related tasks
* [Research template](/tasks/investor-research)
* [Entity JSON Schema](https://altss.com/schemas/family-office.json)
* [Access and rights](/access-and-rights)