Category: Insights
Before the Check Clears: Setting Terms for Funding Inside the Family
Setting terms when you fund a family member can feel cold, so families often skip it. But terms protect the person who took the money more than anyone else. A...
After the Handoff: Where Does the Entrepreneurial Energy Go?
The instinct that built the business doesn't retire when the founder does. A look at where entrepreneurial energy goes after the handoff, and how families can give it somewhere productive...
Emergency Succession: Who’s in Charge When the Unexpected Happens
If the person in charge could not lead tomorrow, would your family know who takes over the next morning? Maryann Bell on why every business-owning family needs an emergency succession...
Build a Family Office on Purpose
Wingspan Founder Christina Wing guested on the Family Office Access Masterclass, covering her biggest themes: a family office is a business, mission comes before money, and the hard conversations are...
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.
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.
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.
Family Governance Refresh: 10 Questions Worth Asking
As families and businesses evolve, governance structures can quietly fall out of sync. This article offers ten practical questions to help families identify gaps, reduce friction, and refresh governance before...
