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Building a Family Office: Conversations That Shape Everything

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Summary

We are excited to be hosting Christina Wing, Founder of Wingspan Legacy Partners and Harvard Business School faculty member, for an upcoming MasterClass focused on the foundational conversations behind building a successful family office.

What’s the most important conversation a family should have before creating a Family Office?

Purpose?
Values?
Governance?
Expectations for the next generation?

Together, we’ll explore these critical questions and the alignment needed to build a lasting, multi-generational structure rooted in clarity, intention, and shared vision.

As with all of our MasterClasses, this session will be interactive, so come prepared with your questions and perspectives. We’re looking forward to learning alongside our live audience and hearing the insights that emerge from the discussion.

Can’t attend live? Register anyway and we’ll share the recording with all registrants.

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Date

June 24th, 2026

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Venue

Virtual

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