Category: Blog

Two folding chairs on a tropical beach; the water is a clear blue and in the background a small mountain emerges out of the water.
3 Strategies for a Successful Family Business—and Vacation
There is one word that can set up family businesses and family trips for success: governance. Here are three ways governance can help ease the stress of your next family...
A telescope pointed at a starry night, with a glow of the sunsetting faintly visible.
Successful Family Firms Shoot For The Moon
Family-owned businesses have a secret weapon - given their concentrated ownership, they can take a long-term view. This long-term view unlocks unlimited possibilities for families to make a lasting impact...
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Are You Ready for Governance?
Family governance is an important tool, providing clarity and guidance to family members on their roles.
overhead shot of people working at a table with laptops and notebooks
Consultant vs. Advisor – Why Wingspan Legacy Partners is an Advisory Firm
For most people, the terms consultant and advisor connote the same thing: a professional who provides expertise to a business or group of people. While that is generally true, the...
Graphic of a smart tablet with a checklist on the screen. To the left of the tablet are three 100 dollar bills. To the right of the table is a green credit card with its back facing out. There is a yellow and orange circle in the background.
Bank Failures and Lessons for Cash Management
In the wake of the latest banking crisis, wealthy investors and family offices are being forced to rethink their cash strategies. According to wealth advisors, the wealthy are moving their...
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A New Era: Insights in the Fight for Talent
It would be reasonable based on the near constant media coverage and the frequency with which these businesses are featured during dinner table conversations, to think that startups and tech...
Harvard Business Review logo Should Your Family Business Allow In-Law
Create a Culture of Generosity and Communication in Your Family Business
Regular families typically have to continuously work on communication issues and overcoming troubles caused by their shared experience. But when a family is also running a business, those issues take...