Category: Blog
Reporting: The Family Office’s Easiest Win With AI
Wingspan's Justin Huang, featured in The Family Office Professional, explains why reporting is the most practical place for family offices to start putting AI to work.
Financial Support as a Bridge to Independence
How can families support the next generation without undermining independence? In this article, Patrick Murphy explores how enterprising families are using governance and family constitutions to define financial support as...
What Two Football Clubs Reveal About Family Ownership
Wingspan Founder Christina Wing is quoted in a Family Capital piece that uses the diverging fortunes of two English football clubs to show why capable managers are no substitute for...
Interpreting Intent: Why a Letter of Wishes Belongs Alongside a Trust
Maryann Bell's new STEP Journal article on how to draft a letter of wishes well, and what families should expect when they sit down with their advisor to create one.
What the Numbers Don’t Tell You About Distributions
Distribution decisions are one of the most charged governance questions a family business faces. Hillary Sieber breaks down why having a policy matters more than the specific percentage you land...
Why Job Descriptions Matter in Family Enterprises, And How to Write One
Job descriptions aren't just a corporate formality. For family enterprises, they're the foundation of clear expectations, professional credibility, and long-term harmony. Here's how to get them right.
Why Family Offices Are Turning to Hard Assets
Christina Wing joins Bloomberg's Family Office Focus to explain what is driving the world's wealthiest families toward commodities and other tangible holdings.
Fair Isn’t Equal: Aligning Ownership, Merit, and Governance in Family Business
What does “fair” really mean in a family business? Maryann Bell shares insights on navigating fairness vs. equality and building governance structures that align incentives, expectations, and legacy.
When Private Capital Has a Conscience: What the La Perla Story Gets Right
Wingspan Partner Maryann Bell examines the story of La Perla, the iconic Italian lingerie brand that collapsed under a succession of short-horizon financial owners before being rescued by an American...
