Category: Wingspan Insights

Family Business hiring: Red sign that says "For Hire."
Hire the Right People for the Right Roles
Owners may find that family members who want to work in the business are not always the best candidate for a particular role.
Woman in a board room leads a demonstration on a white paper pad to a gentleman sitting in a chair.
The Most Important Hire in a Family Office: The Family Office Advisor
While it might not be obvious, the most important hire in a family office is not the CEO, CIO, or COO of the family office—it’s the family office advisor.
Two folding chairs on a tropical beach; the water is a clear blue and in the background a small mountain emerges out of the water.
3 Strategies for a Successful Family Business—and Vacation
There is one word that can set up family businesses and family trips for success: governance. Here are three ways governance can help ease the stress of your next family...
People sitting around a table reviewing graphs.
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. 
Glass jar full of silver coins with a green plant sprouting from the coins; on a wood surface with a sheet of wood in the background.
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.
A telescope pointed at a starry night, with a glow of the sunsetting faintly visible.
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...
Man in a blue button down seen from behind, looking at a white board with writing on it.
Are You Ready for Governance?
Family governance is an important tool, providing clarity and guidance to family members on their roles.
overhead shot of people working at a table with laptops and notebooks
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...