Category: Wingspan Insights

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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...