Household Mapping
Household mapping is linking related individuals and entities into a single economic unit (a “household”) to understand true networks and control.
Allocator relevance: Enables accurate relationship graphs, prevents duplicate outreach, and improves identification of real decision clusters in family wealth.
Expanded Definition
In allocator contexts, a household can include family members, trusts, holding companies, foundations, and related operating entities. Household mapping goes beyond identifying a single principal—it captures the ecosystem through which decisions and assets flow.
This is particularly important for family offices because decision authority may be distributed across family members, trustees, and professional staff, and because public naming often misses related entities.
How It Works in Practice
Systems use entity resolution and relationship signals to cluster people and entities: shared addresses, board roles, trust relationships, filings, and consistent co-appearance across sources. Outputs should include confidence scoring and lineage because incorrect mapping can create false associations.
Decision Authority and Governance
Governance defines how households are constructed and what evidence is required. High-stakes linkages (UBO, trusteeship) typically require stronger verification rules.
Common Misconceptions
- Household equals “family members only.”
- Household mapping is purely a CRM feature.
- It can be done without errors at scale.
Key Takeaways
- Household mapping reveals true economic networks.
- Confidence and evidence trails protect against reputational risk.
- It improves targeting precision and relationship intelligence.