Candid advice.
Actionable guidance.
Enduring legacy.
COMPREHENSIVE
ADVISORY
FAMILY OFFICE
ADVISORY
PEOPLE AND
COMMUNITY
COMPREHENSIVE ADVISORY
We can do it all. Together.
No two Founders and Families are the same. Yet most advisory services are built with a rinse-and-repeat institutional approach. At Wingspan, we provide long-term change management solutions and implement the necessary scaffolding for multigenerational success across family, business, wealth, and giving.
LEGACY DESIGN
Create a Family or personal mission statement that reflects the collective values and goals.
Develop integrated strategies across family policies, operating companies, family offices, and foundations that reflect and advance the mission and values.
FAMILY POLICIES
Design policies that promote satisfaction and harmony and mitigate conflict.
Clarify roles for family members as owner-employees, owner-executives, or owner-investors.
Foster an ecosystem that promotes success across generations.
OPERATING COMPANY
Evaluate current operations against family objectives.
Design governance systems and board structures.
Create succession, talent development and talent recruitment strategies.
Ready the business for investment or sale, if that is what the family desires.
WEALTH STRATEGY
Evaluate current wealth management approach and ensure consistency with stated objectives.
Determine if formal family office is suitable.
FAMILY OFFICE ADVISORY
Your Wealth. Your Impact. Your Needs.
Family offices are as different as the Founders and Families that start them – which makes identifying the best approach for each family’s needs incredibly unclear. We partner to determine each family’s wealth, impact, and giving objectives. From there, we help to navigate the legal and regulatory structures and to identify the team and partners to actualize their goals.
SETUP
Advise on design and quarterback implementation of structuring and staffing a new Family Office.
Provide counsel for insourcing and outsourcing decisions.
Identify legal, wealth management and other partners fit-to-purpose.
TRANSFORMATION
Support evolution to reflect current needs and portfolio complexity of existing family offices.
Evaluate and improve governance and decision-making systems.
Instill best practices for day-to-day operations.
INVESTMENT POLICIES
Write Investment Policies to ensure aggregate portfolio reflects the risk and return objectives of the family.
Develop approach to building, managing and evaluating direct deal flow.
GIVING AND IMPACT
Design impact, innovation and community building initiatives.
Develop benchmarks for effectiveness and accountability.
PEOPLE AND COMMUNITY
Find your rock stars. Find your peers.
It can be a lonely experience at the helm of a family business or family office. An important component of building an enduring legacy is to be surrounded by the right executives and board members, but it’s also important to be surrounded by peers with shared experiences. At Wingspan, we offer a highly selective global network of like-minded family office and family business leaders who connect, learn and grow through a curated experience.
COMMUNITY
Tap into Wingspan’s global network of Founders, Family Owners, Advisors, and Directors.
Learn from peers who have faced the same fears, solved the same problems, and manage the same daily challenges.
EDUCATION
Experienced executives learn best practices from other founders and family leaders.
Tailored Rising Generation grooming and development.
TALENT
Find board members who understand the nuances not only of industry, but also of family businesses.
Evaluate existing talent and identify opportunities to upskill or professionalize.
Coaching
Executive coaching that integrates the demands of entire family ecosystem.
Coaching and development for Rising Gens preparing to join the business or participate in governance.
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