Category: Wingspan Insights

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The Case for Family Councils
Family councils exist as vehicles for enterprising families to foster family connections and set guidelines. Council meetings are appropriate venues for providing important information relevant to family shareholders and future...
Governance is Not Bureaucracy - Wingspan Perspectives: Image of a legal document on white paper with a black pen resting on top.
Governance is Not Bureaucracy
There is an extensive, irrefutable body of research supporting the benefits of good governance on business operations and business performance today. 
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Succession and the Great Wealth Transfer: Is the Rising Gen Ready?
Succession Planning in family offices is a critical aspect of ensuring a smooth transition of leadership and safeguarding the long-term success of the family’s wealth management endeavors.
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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.
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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...
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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...