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News, Comment & Analysis results for Wingspan Legacy Partners

Trust Estate
April 5, 2024

Innovating Family Office Investment With Series LLCs, Tailored Policy Statements 

This article examines the use of investment vehicles called limited liability corporations and how

Philanthropy
December 7, 2023

Philanthropy In Testing Times: A Transatlantic Perspective

Whether it is sunset clauses on foundations, arguments about purpose, help with clients about

Philanthropy
December 4, 2023

Getting The Philanthropy Strategy Right For HNW Families

We talk to Wingspan Legacy Advisors, a US firm which works with families on important

Practice Strategies
August 7, 2023

When To Give Up Control And Other Tough Family Conversations

With UHNW families, a difficult issue is how to ensure the smooth transmission of control of a

Family Office
April 20, 2023

Family Offices' Governance Can Do Better, Sector Needs Rebrand – Advisor

This news service talks to a family business consultancy about family offices and some of the big

Comment & Analysis results for Wingspan Legacy Partners

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Deals Of The Day: The Latest In Wealth Management M&A – Allworth Financial, High Fall Advisors, Holistic Financial Partners

What’s New In Investments, Funds? – Orion

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