Family Governance Refresh: 10 Questions to Start the Year
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...
Is a Single-Family Office Right for Your Family?
A growing number of families are considering whether to build a single-family office. This Insight breaks down the strategic questions, governance choices, and long-term implications to help families determine whether...
Impact Investing: A Guide for Families with Assets
Wingspan's Hillary Sieber offers a clear guide to impact investing for families, unpacking the terminology, highlighting real-world examples, and showing how purposeful capital can create measurable change across generations.
A document titled "Last Will and Testament"
Estate Planning Isn’t About Death – It’s About Legacy
Estate planning is often seen as a legal exercise, but at its core, it’s an act of design. With $124 trillion in wealth set to transfer across generations, this Insight...
woman speaking to audience
Family Enterprise: The Future Is Female
Women are transforming family enterprises worldwide, moving from behind-the-scenes influence to visible leadership. This piece highlights global examples of women leading family firms and offers five actionable steps for families...
business school students attending a lecture
Is an MBA Worth It? What Rising Gens in Family Enterprises Need to Know
An MBA isn’t a one-size-fits-all answer for family enterprise Rising Gen. Here’s how to evaluate if the investment aligns with your role, timing, and goals.
colorful hands around a globe
Legacy Before Logistics: Choosing Between a Foundation and a Donor-Advised Fund
Foundations and donor-advised funds each offer distinct advantages for families. The right choice depends less on mechanics and more on purpose—how you want your giving to shape legacy, governance, and...
The Giving Pledge at 15: Progress, Shortfalls, and the Path to Real Impact
Fifteen years after its launch, The Giving Pledge has inspired conversations but fallen short on results. With trillions set to change hands in the coming decades, it’s time to move...
Keeping the Spark Alive: How Enterprising Families Can Sustain an Entrepreneurial Legacy
How can families keep the entrepreneurial spirit alive across generations? This piece explores how both business-owning and “quick exit” families can pass down not just wealth, but the mindset that...