Role Validation
Role validation confirms what an individual actually does within a family office, beyond their formal title.
Definition
Definition Role validation is the process of confirming an individual’s functional responsibility inside a family office. It focuses on decision influence, approval authority, and operational responsibility rather than relying solely on job titles. Context Family offices frequently use non-standard or overlapping titles. A “Director” may function as a CIO, while a “Manager” may act as a gatekeeper. Without role validation, records can misrepresent who evaluates opportunities, who controls access, and who approves capital. Why It Matters Understanding real roles prevents misdirected outreach and shortens decision paths. Role validation improves targeting precision and increases the likelihood that engagement reaches the correct decision point. Key Takeaways Titles do not reliably indicate authority Functional role matters more than designation Role clarity improves routing and engagement Validation reduces false assumptions in targeting