Category: Wingspan Insights
Wingspan Selected Winner of FWR’s 2024 Family Office Management Consultancy Award
Wingspan wins the 2024 Family Wealth Report Award for Family Office Management Consultancy.
The Case for Investment Policy Statements
Investment Policy Statements are a critical part of wealth governance that offer guidance, risk management, and benchmarks for investments. Every family office needs one.
Joyful Giving: The Bill & Joyce Cummings Way
"Undercover billionaires" Bill & Joyce Cummings have always enjoyed doing for others. Through their Cummings Foundation, they are having fun giving the bulk of their wealth away.
Coffee Talk: What This Brewing Family Teaches Us About the Importance of Communication
When family dynamics intertwine with business strategies, effective communication becomes not just important, but the cornerstone of success.
To Sell or Not to Sell? That’s the Question for Family Businesses
Given the sheer number of businesses in the world and the fact that most businesses are privately held, the decision to sell or not is a common occurrence. Whether a...
The Gift of Family Stories
Consider sharing the stories of your family and your philanthropic journey as a gift to your family this holiday season. Share the heartfelt stories of what you care about, family...
The Time is Now to Talk About Succession
Thinking about succession may instigate feelings of angst within a founder or family in business. A founder may wonder if the next leader will have the same amount of passion,...
Why We Don’t Talk About Money (and How We Can)
When was the last time your family discussed money? In this article, we break down why families don't discuss money, and how they can get the conversation started.
Prenups are for everyone, especially owners (or future owners) of a family business
While asking for a prenup can be a sensitive topic, it is good policy for everyone to speak about assets and ownership before a marriage.