Category: Insights

Wingspan Founder Christina Wing delves into the five best practices for setting up a family philanthropic initiative in an article for Family Capital.

Maryann G. Bell sits down with Mark Tepsich for UBS: On-Air:Conversations to discuss how non-family member employees and executives navigate their role in family offices and family business; in short,...

The word “prenup” used to make engaged couples uncomfortable, but times have changed. Surveys show younger generations are more favorable toward prenuptial agreements that divvy up assets should there be...

After leading his family’s boutique real estate development firm, Rohit Gera had to plan how the business would move forward without him. In this episode, Gera and Christina Wing explain...

“Prenup” is often a fighting word when it comes to engaged couples (though the younger generation is starting to think differently). But when a family business is at stake, having...

While most high net worth families are very generous and want to give back (90% of HNW investors give to charity), giving away money is more difficult than it appears....

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...

Family governance is an important tool, providing clarity and guidance to family members on their roles.

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...