Category: Blog

What Happens When Opportunity Knocks—But You Aren’t Looking to Sell?
George Jackoboice, Wingspan Operating Partner, reflects on his family’s decision to sell their fifth-generation business, balancing legacy with opportunity.

Wealth with Wisdom: Five Tips on Raising Children in a Legacy of Success
Five strategies to help children in business-owning families build character, independence, and a healthy relationship with wealth, ensuring they thrive.

Talk It Out: How Rising Gens Can Tackle Their Toughest Talks
Wingspan Founder Christina Wing discusses practical strategies for Rising Gens to initiate and handle difficult conversations in family enterprises in a webinar with Family Business Magazine.

Social Media Smarts: Guidelines for Family Offices
Wingspan Partner Maryann Bell shares why social media policies are crucial for family offices, emphasizing proactive guidelines, aligning online behavior with family values, and effectively addressing policy breaches to protect...

Balancing Liquidity and Legacy: Lessons from Family Business Giants
This article offers insights on managing liquidity while preserving long-term legacy, with real-world lessons from Fairchild Semiconductor and Reliance Industries.

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...