Candid advice.
Actionable guidance.
Enduring legacy.

Purpose-built solutions
for Founders and Families

We’re not consultants. We’re not bankers. Or wealth managers. Or deal junkies.

We are operators. We are investors. We are builders. We come from family businesses and family offices ourselves. But most importantly, we are partners. Wingspan is not a ‘consulting’ firm generating beautiful slides with grandiose ideas that are impossible to implement. We work with our Founders and Families for the long term - in many cases for years - and work directly with their teams to bring plans into reality.

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 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.