Governance · Edition III · September MMXXVI · 5 min

What to put in writing — a family office aviation policy.

A midsize jet on the ramp with boarding stairs deployed, no ground activity around it

xxxvi. Ramp · ten clauses, written down before they're needed

A written aviation policy turns individual preference into an operating standard. It should be short enough to use under time pressure and detailed enough to resolve disputes about authorization, priority, cost, and risk.

Core sections

The policy should cover:

  1. Purpose and scope: which entities, principals, employees, guests, and aircraft are covered.
  2. Trip authorization: who may request, approve, amend, or cancel a mission.
  3. Mission classification: business, personal, security, medical, philanthropic, or other categories.
  4. Operational authority: the flight department or legal operator retains authority over safety and dispatch decisions.
  5. Aircraft selection: passenger count, baggage, range, runway, airport, weather, and crew considerations.
  6. Supplemental lift: when charter is permitted and who pays or approves it.
  7. Operator vetting: certificate, aircraft authorization, insurance, safety data, and contract review.
  8. Privacy and data: passenger information, manifests, communications, and vendor access.
  9. Financial controls: quotes, taxes, repositioning, cancellation, deposits, and invoice approval.
  10. Review cycle: when the policy is updated and who owns the document.

NBAA recommends that aircraft-use policies establish guidelines based on business goals and define procedures for requesting and authorizing aircraft use. Its sample policy material also addresses scheduling priorities and supplemental lift when the company aircraft is unavailable or unsuitable.

Keep safety authority separate

The policy shouldn't require a crew to accept a trip because it's been approved commercially. The pilot in command and operator must retain authority over safety, weather, aircraft condition, and regulatory compliance. The FAA defines operational control as authority over initiating, conducting, or terminating a flight; that responsibility must not be blurred by a family-office policy or a broker arrangement.

Review and evidence

Every exception should be recorded. If a trip was approved outside normal notice, required an aircraft substitution, or used an unfamiliar operator, the file should explain why. NBAA notes that policies should be updated as operations change, with a suggested review interval depending on the operation's rate of change.

§For correspondence on this note — or any mission it raises — write directly to the principal.

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Next

Supplemental lift, for the mission your aircraft can't fly.

Supplemental lift isn't an admission that the flight department failed. It's a capacity-control mechanism — and it works best when the triggers are defined before the request is urgent.