Passion for
Founders & Families

Our Founder

Christina Wing

Christina Wing founded Wingspan Legacy Partners to help Founders and Families navigate the intersections between Family dynamics, business operations, wealth, legacy and philanthropic impact. She believes Families have an outsized opportunity to affect societal change, and with the right guidance, can be global leaders.

Christina Wing founded Wingspan Legacy Partners to help Founders and Families navigate the intersections between Family dynamics, business operations, wealth, legacy and philanthropic impact. She believes Families have an outsized opportunity to affect societal change, and with the right guidance, can be global leaders.

Christina is on the faculty of Harvard Business School (HBS) where she focuses her research primarily on topics surrounding Family Enterprises. She created a course titled “Demystifying Families in Business,” which covers family dynamics, operating companies, Family offices and legacy opportunities. She has also taught first-year Technology Operations Management (TOM) and Leadership and Corporate Accountability (LCA) courses. Christina chairs HBS’ executive education program, Families in Business, and co-chairs the Family Office and Rising Generation programs. She frequently teaches in the HBS/Young Presidents’ Organization programs internationally.

A firm believer that you can have it all—just not all at once, Christina gives speeches on families in business, leadership and understanding the different chapters of life. Prior to teaching at HBS and founding Wingspan, Christina held a variety of roles within the finance and general management fields. She was most recently president and CEO of a family office; before that, she was in finance and operations at a start-up venture formed by several of her HBS classmates. She began her career focusing on equities and energy investment banking at Goldman Sachs and Kidder Peabody.

Christina is a Senior Advisor at Crestview Partners, a private equity firm focused on the middle market. She is also on the Advisory Boards of F3 Partners, a fund focused on investing in family businesses, Northrim Horizon, a private investment firm with a long-term focus, and Corvias, a private infrastructure company. Additionally, she is on the Board of Ambassadors of The Steppingstone Foundation, an organization providing educational opportunities to underserved children.

A native of The Woodlands, Texas, Christina graduated from Southern Methodist University with a BBA in finance and organizational behavior and business policy. She also earned an MBA from HBS. She currently lives in Chestnut Hill, Mass., with her husband and three children. Christina is passionate about her family, dogs, friends, students, family clients and golf.

No one can solve these problems alone, but together, we can build enduring legacies.

With Wingspan, Christina has assembled a world-class team of similarly impassioned people driven to help Founders and Families maximize family unity, business success and societal impact.

Our team is a mosaic of people from expansive backgrounds – educators, investors, coaches, people who’ve managed portfolios, who’ve led transactions, who’ve been board members, entrepreneurs. People who own family businesses, people who’ve worked in family businesses, or led family offices. People with character, who are active in their communities, and come from premier educational and professional institutions.

Andrew Peddar

President & COO

Andrew Peddar is President and COO at Wingspan Legacy Partners. Drawing on 25 years of experience in fintech and financial services as an enterprise-sales oriented strategic thinker, Andrew oversees overall business and sales strategy as well as the development of new business lines through both organic and inorganic growth. He also ensures operational best practices drive best-in-class personnel management across staffing, HR, and professional development.

Andrew has lived and worked in the UK, South Africa, Canada, and the U.S., building teams to deliver high-value products and services to investment management firms of all sizes around the world. He has experience setting up operations in new regions and in introducing new products and technology. Most recently, Andrew was the COO of Daizy AI, a tool to rewire the wealth industry. Previously, he was at Broadridge and StatPro, where he held general management and global COO roles for a combined 22 years. While in South Africa Andrew co-founded the StatPro and Durbanville Schools Foundation, which focused on getting as many farm laborer children into structured primary education as possible.

Andrew currently lives in Concord, MA, with his wife and son, where he co-founded and launched The Concord Bridge, a local weekly print newspaper, and has coached the local boys travel soccer team for the last five years. Andrew is passionate about family, food, music, sports, and open water swimming.

Liza Truax

Managing Partner

Liza is passionate about helping families and businesses overcome challenges to better effect positive change in the world. Prior to Wingspan, Liza ran her own advisory practice working with family businesses, family offices, and entrepreneurs. During this time, she advised the principal during a generational transition at a single-family office, was COO of a family-owned enterprise technology business that supported the operations of nearly 1,000 asset managers, and designed and implemented a banking product for a fintech startup.

She spent the early part of her career at AQR Capital Management, where she was a key member of the team that built the high net worth channel and pioneered the liquid alternatives investment category for the industry. At AQR, she also spent time in the strategy team identifying and standing up new business lines, driving the firm’s rapid growth. Liza has previously been a management consultant at Bain & Co. and an equity capital markets analyst at Bank of America Merrill Lynch.

Liza studied economics at Cornell University where she graduated as a Merrill Presidential Scholar, and she holds an MBA with distinction from Harvard Business School.

When she’s not working, Liza competes as an endurance athlete completing myriad half-marathons, marathons, and triathlons. In addition, she is looking to add her 41st passport stamp soon.

Maryann G. Bell

Partner

Maryann G. Bell leads Wingspan’s Advisory practice helping families create their legacies. She has a deep understanding of the structures needed to design governance and policy for multi-generational, family-owned enterprises. Her thoughtful approach cultivates conversations that drive positive change.

Maryann is an experienced governance expert having chaired seven boards. She has worked with rising leaders over decades with students from Georgetown University and throughout her two decades in finance. Maryann joined Wingspan after almost 15 years at Goldman Sachs in NYC, Boston, and London where she oversaw the International Shares team. Maryann also serves as Director for the Gallivan Bell Family Office and holds an MBA from Harvard University and BA with distinction from Georgetown University.

She and her husband Paul live in Austin, TX. They have three amazing daughters.

Everett Alexander

Director

Everett brings a wealth of experience and expertise to Wingspan, having previously served as a trusted advisor to family offices in roles such as CIO and COO. With a remarkable two-decade track record in investment, implementation, and overseeing wealth strategies for institutions and family enterprises, Everett is a driven leader focused on achieving tangible results. He possesses a remarkable ability to anticipate and navigate evolving organizational requirements, designing adaptable governance structures and flexible operating strategies that effectively address the ever-growing complexities faced by family enterprises.

During his tenure at Synergy Trust Partners, Everett played a pivotal role in the oversight and operationalization of the family office. He spearheaded the firm’s progress in information technology and data analytics, successfully integrating robust information management systems. This transformative integration provided the management team and trust beneficiaries with real-time financial transparency and organizational alignment. Everett’s contributions proved instrumental in upgrading the firm’s capabilities and enhancing overall operational efficiency.

Everett holds an MBA from The Wharton School at the University of Pennsylvania and earned a BA in Asian Studies from Williams College. Currently residing in Brooklyn, NY, he actively engages in giving back to his local community and cherishes quality time spent with his wife and two children when he is not immersed in his professional pursuits.

Liz Breiter

Director

Liz’s experience growing up in a founder family sparked her passion for creating intergenerational advancement at the intersection of business and society. Before Wingspan, Liz led strategic initiatives and financial operations at Google’s Moonshot Factory to resolve key challenges in inventing and launching breakthrough technologies that solve the world's biggest problems. Prior, she led operational excellence, systems innovation, and people operations initiatives at SpaceX to enable launching the world’s most advanced rockets and spacecraft to revolutionize space transportation.

Liz serves as an Advisory Board Member for the UCLA Technical Management Program and is a Distinguished Guest Lecturer at USC’s Marshall School of Business. She also co-founded a local nonprofit, Future Female Leaders in Arts, Mathematics, Engineering, and Science (FLAMES), where she built a platform that empowers middle school girls to pursue higher education, leadership roles, and careers in STEM.

Liz holds an MBA with honors from Harvard Business School where she was awarded the HBS Forté Fellowship. She received a BS in Business Administration and Minor in Gerontology with honors from the University of Southern California.

Liz enjoys playing and watching sports (golf, basketball, baseball, flag football), spending quality time with loved ones, and playing piano.

JJ Langston

Director

JJ leads Wingspan's leads membership program of family business and family office principals and rising leaders for an innovative community experience focused on education, collaboration, engagement, and access.

JJ grew up in a family business and understands how clearly defined family mission and values impact intergenerational family cohesion, business, wealth and giving. She came to Wingspan after 20 years in executive leadership roles and board service within the foundation and non-profit sector. Her expertise is in guiding families in designing their giving strategies reflective of their family values and ethos, resulting in transformational community impact. During her tenure at The Andy Roddick Foundation and Barton Springs Conservancy, she developed membership programs to provide families with ongoing learning opportunities, and created enhanced access and opportunities for further engagement.

She is a graduate of Sewanee: The University of the South, where she received a BA and MFA.

JJ lives in Austin, Texas and has two wonderful daughters.

Vicki Morton

Director

Vicki Morton is a finance and marketing executive at Wingspan Legacy Partners. Currently, she manages marketing and content creation, assists with business development and partnerships, and is also involved in financial oversight.

As part of the sixth generation of a family-owned maritime concern, she has a keen understanding of enterprising families. From her own lived experience, Vicki is keenly aware of their unique needs. Her superior communication skills have been key to recognizing and communicating Wingspan’s purpose and solutions. 

Vicki’s professional experience includes almost a decade as a finance and marketing professional at Time Inc. Prior to that, she spent several years in the financial services industry at both Kidder Peabody and JP Morgan Securities in corporate finance and equity research. Prior to joining Wingspan, Vicki took a pause in her career to raise her children. 

Vicki is a graduate of Georgetown University, having double majored in English Literature and American Government. Vicki lives in Greenwich, CT with her husband and two children. When she’s not working, Vicki enjoys giving back to her local community via several volunteer roles. 

Dylan Torchinsky

Chief of Staff

Dylan has an extensive background in bringing efficiency and organization in order to help high functioning teams best leverage their time. For several years, he worked as a Faculty Support Specialist at Harvard Business School, and prior to that was the Administrative Coordinator for Academic Affairs at Longy School of Music of Bard College. In 2017, he graduated with a BA in Arts Administration from Stonehill College.

He currently serves on the board of Theatre To Go, Inc. in Melrose, MA, where he is also a stage director and producer.

Abby Patrick

Associate

Abby Patrick supports Wingspan’s partners across all facets of the business. Prior to joining Wingspan, Abby was at JPMorgan where she sat within the private bank and worked to consolidate the firm’s ‘house view’ for investment advice and guidance for family offices and high net worth individuals. ​She also spent time within the bank’s Global Finance and Business Management program, where she rotated through the Capital Stress Testing and Corporate Controller functions. ​

Abby did her studies at Indiana University’s Kelley School of Business, where she was an academic coach and peer mentor to other students. Since moving to New York, Abby has been a coach with Girls on the Run, a nonprofit that instills lifelong developmental skills in young girls through running. In her spare time, Abby enjoys training for marathons and traveling. ​

Kara Perusse

Associate

Kara supports Wingspan’s partners across all facets of the business. Her first experience working with family businesses was in middle school when she spent her summers at an iconic family-owned New England seafood restaurant. Prior to Wingspan, Kara was the Chief of Staff at Snackpass, an Andreessen Horowitz and General Catalyst portfolio company, and an Analyst at RCLCO Real Estate Advisors.

Kara holds a BA in Economics from Brown University. While at Brown, she was involved in the Ivy Film Festival, the largest student run film festival, and the club tennis team. She enjoys playing racquet sports and identifying dog breeds while out on walks around Boston.

Our Supporters

Jim Koch, Brewer & Founder, Boston Beer Company

Jim Koch, Brewer & Founder, Boston Beer Company

"Christina and Wingspan have a unique background in building family businesses and legacies across generations. Their broad experience helping families and their businesses enables them to provide especially valuable insights into their special problems and objectives."

Bill Cummings, Founder of Cummings Properties.

Bill Cummings, Founder, Cummings Properties

"Through my experience collaborating with Christina on creating and then presenting a Harvard Business School case study, I have found her to be both marvelously passionate and highly knowledgeable about the family enterprise arena."

Bennett Goodman, Co-Founder & Executive Chairman, Hunter Point Capital

Bennett Goodman, Co-Founder & Executive Chairman, Hunter Point Capital

"Wingspan is a trusted advisor to some of the most sophisticated family enterprises on a global basis. They understand the complexities of families and the unique intersection with business, wealth and philanthropy across generations."

Headshot of Nicolas Ibanez, Co-Founder & President, Drake Real Estate Partners

Nicolas Ibanez, Co-Founder & President, Drake Real Estate Partners

“Christina’s own entrepreneurial experience has shaped Wingspan’s knowledge about the importance of entrepreneurship within multi-generational families, and how to incentivize family members to freely carve their own paths as an important way of maintaining family industriousness. An enterprising family business is what, ultimately, allows for greater societal impact and the compounding of family wealth.”

Photo of Murat Ozyegin

Murat Özyeğin, Chairman of the Board and Executive Committee, Fiba Group

“Wingspan understands multi-generational families in business, their impact on society, and their unique needs across cultures globally. They provide needed advice to build platforms that allow families to achieve their legacy goals.”

John G. Picerne, Founder & Chairman, Corvias

John G. Picerne, Founder & Chairman, Corvias

"Christina has assembled a team of very talented and empathetic individuals who understand the challenges of getting from 'Here to there!'"

Barry Volpert, Co-Founder & CEO, Crestview Partners

"Wingspan applies their experience and expertise with tricky succession issues in family enterprises to help founder-led businesses evolve, grow and thrive. Plus, they are all-in; tireless and relentless with tough-love, addressing the elephant-in-the-room, making hard decisions, and accelerating change. They really care about the people and it shows."

Headshot of Abdullah Adib AlZamil

Abdullah Adib AlZamil, Managing Director, Zamil Private Office

“Christina Wing combines personal, professional, and academic experience in the space of family offices and family businesses. These varied global perspectives provide her with a deep understanding of the dynamics that shape those organizations and assist them in navigating their way forward.”