The Family Wealth Report 2023 Award Honoree
Wingspan Legacy Partners is a 2023 Family Wealth Report Awards honoree—receiving a ‘Highly Commended’ citation in the Family Office Management Consultancy category. The recently published Acclaim, Family Wealth Report’s special issue dedicated to recognizing leaders across the global wealth management industry, features a Q&A with our founder Christina Wing. Here is some of what she had to say about our accolade and where the industry is headed:
Why do you think your organization won this year?
“I believe Wingspan Legacy Partners was highly commended in the category of Family Office Management Consultancy because of our proven commitment to our families and their needs… Wingspan excels in helping family offices solidify their vision and enable our families to navigate change, manage risk and capitalize on opportunities to position them for sustained success and impact.”
What contributed to your success this year?
“My team either comes from family business or has worked in family business/family offices, startups or finance. They are well educated, thoughtful and innovative, and most importantly, they are good listeners. It is their first-hand and hands-on experience combined with my mentorship, that gives Wingspan a distinct advantage.”
What will be the result of receiving this accolade?
“I hope more families and founders learn about Wingspan and all that we offer in helping build and preserve legacy…”
Where do you think the wealth management industry is headed?
“The biggest issues on the horizon are the massive wealth transfer we’re about to see from founders of family offices to the next generation and being able to identify talent in hiring people to manage the office… Families need to proactively resolve these issues to ensure successors will inherit wealth and potential – not chaos and conflict.”
The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.
