Notify me about upcoming Masterclasses
Sign up for notifications and be the first to know about upcoming webinars:
In this Family Office Access MasterClass, Danielle Patterson, Executive Director of Family Office at ISS Market Intelligence, sits down with Christina Wing, Founder of Wingspan Legacy Partners and Faculty Member at Harvard Business School, for a thoughtful conversation about the conversations that happen before a Family Office is ever built.
Drawing on decades of experience advising families, leading a family office, and teaching family enterprise at Harvard Business School, Christina shares why many families focus on governance structures, investment policies, and organizational design before aligning around purpose, expectations, and long-term vision.
Together, they explore the human side of wealth, leadership, and continuity across generations, including the difficult conversations families often avoid and the consequences of avoiding them.
Topics include:
- Why many Family Offices are built backward and what to consider first
- The role of mission, vision, values, and purpose in shaping governance
- The "unspeakable" conversations families often avoid • Succession planning and leadership transitions across generations
- Governance challenges as families grow more complex
- Practical frameworks for approaching sensitive conversations with clarity and intention
- Building continuity, stewardship, and trust across generations