Category: Blog
A Primer on Family Constitutions
A family constitution is crucial for family-owned businesses, providing clear guidelines on governance, succession, and conflict resolution to balance business demands with family harmony.
How to Organize Effective Family Meetings
Family meetings enhance the likelihood of generational success in family businesses by formalizing effective communication and strategic planning.
Wingspan Selected Winner of FWR’s 2024 Family Office Management Consultancy Award
Wingspan wins the 2024 Family Wealth Report Award for Family Office Management Consultancy.
Three Reasons Your Company Should Have an Advisory Board
Wingspan's Maryann Bell discusses an alternative for privately owned companies when it comes to ensuring good governance: a non-fiduciary advisory board.
Family Offices Risk Future Without Investment Policy Statements
Many family offices risk financial instability by not having Investment Policy Statements (IPS). Learn why advisory firm Wingspan Legacy urges family offices to create an IPS for disciplined investment strategies...
Christina Wing: The Art of Having Difficult Conversations in the Family Business
Christina Wing discusses why good listeners are key to fostering open communication and building a stronger family business.
How and Why Having Difficult Conversations Matter with Maryann G. Bell
Wingspan's Maryann Bell discusses how to navigate difficult conversations about succession planning in family enterprises.
A New Paradigm for Family Giving
Redefining philanthropy - Christina Wing discusses how enterprising families are leading the way in social investment.
The Case for Investment Policy Statements
Investment Policy Statements are a critical part of wealth governance that offer guidance, risk management, and benchmarks for investments. Every family office needs one.
