Category: Blog
Crypto Investing for Family Offices: A Guide
As the crypto market rebounds in 2024, family offices are reconsidering their approach. This article covers key strategies for gaining exposure to cryptocurrency, from ETFs to funds, while highlighting the...
Effective Communication Strategies for Family Offices
Effective communication is vital to the success of any family office. In this article, Hillary Sieber, Wingspan’s Director of Family Office Advisory, shares essential strategies for fostering transparency and engagement,...
Seven Essential Documents for Family Enterprises
Discover the seven essential documents every family business needs to ensure effective governance, clear communication, and smooth leadership transitions.
Defining Ownership Roles is Key to Family Business Success
Ownership in a family business goes beyond just holding shares; it requires a deep understanding of the responsibilities and expectations that come with it. There are four distinct types of...
Christina Wing on HSBC’s Challenges in the Middle East and the Importance of Relationships
Bloomberg quotes Wingspan founder Christina Wing on the importance of relationships in the Middle East in this article about HSBC’s challenges in the region.
Empower the Rising Gen: Create a Family Entrepreneurship Fund
Empower the rising generation by creating a family entrepreneurship fund. This approach encourages innovation within the family, provides structured support for new ventures, and helps preserve family values and legacy.
Unlocking Family Business Success: Succession Insights for the Rising Gen
Wingspan Partner Maryann Bell shares strategies for transitioning leadership to the Rising Gen in this insightful episode of Succession Stories with Laurie Barkman.
Enduring Impact: Crafting a Dynamic Family Philanthropy Plan
Check out this Q&A with Family Business Magazine where Maryann Bell shares how to craft a family philanthropy plan that unites generations and leaves a lasting impact.
The Unsexy Side of Family Offices: Compliance Over Investment
This Family Capital article discusses the state of family offices, emphasizing that most focus on tax compliance and bookkeeping rather than active investment. Wingspan is mentioned, noting that a third...