2025 Kickoff: Strategies for Family Enterprise Success

As we step into 2025, we’re spotlighting the ideas and strategies shaping family enterprises for the future. From navigating CEO transitions and succession planning to exploring family offices’ influence and the growing role of dynasties in M&A, this issue sets the tone for an impactful year.

Plus, it’s the last call to apply for the Wingspan Forum cohort starting in April! This exclusive program for the Rising Gen offers unparalleled education, community, and access to thought leaders. Don’t miss your chance to be part of this transformative experience.

We would also like to acknowledge the tragic fires in the Los Angeles area. Our thoughts are with everyone affected during this challenging time. You are in our hearts as we start this new year.?

Insights

Smooth CEO Transitions: A Guide for Family Businesses

Leadership transitions are pivotal moments for family enterprises, and a smooth handover can mean the difference between growth and disruption. This article outlines the critical steps to prepare for and execute effective CEO transitions, emphasizing the importance of alignment, communication, and long-term planning to maintain continuity and trust.

Succession Stories: Navigating the Path to Leadership Transition

Succession planning is one of the most critical challenges for family enterprises. Through compelling case studies, this article highlights both successful leadership transitions and cautionary tales of when succession goes awry. It emphasizes the need for proactive planning, clear communication, and thoughtful engagement to prepare Rising Gen leaders for the road ahead.

In the News

Family Offices Need to Find Their Voices

Family offices are evolving from behind-the-scenes capital managers to influential forces driving change. In this article for Crain Currency, Christina Wing and Liza Truax explore how family offices can align their investment strategies with their values and long-term goals. With many shifting from passive wealth preservation to active, values-driven investment approaches, the opportunity to make a lasting impact has never been greater.

Family Dynasties Increasingly Drive M&A Deals

Family enterprises are reshaping the M&A landscape, combining generational legacies with bold innovation. This article, based on Christina Wing 's interview with Family Capital, explores the unique strengths family businesses bring to the table, from their long-term perspective to their ability to weather economic cycles. Learn how dynastic families are leveraging these advantages to drive transformative deals.

Spotlight on Wingspan Forum

The start of a new year is the perfect time to commit to growth, education, and building lasting connections. Wingspan Forum offers members of the Rising Gen the chance to invest in their future by learning from top academics and advisors while also creating a valuable network of peers.

The inaugural cohort kicks off this April in Miami, and with only a few spots left, now is the time to act! If you are a Rising Gen—or know someone who might benefit—we invite you to learn more about this transformative program and get in touch if you’re interested!

About Wingspan

Wingspan Legacy Partners, founded by Christina Wing , is a family business, family office, and family impact advisory practice, providing global families, founders, and the rising generation with ongoing guidance to build and preserve their legacies.

Our expert team provides candid counsel on strategic planning, succession planning, corporate and wealth governance, Rising Gen leadership, and more, helping family enterprises strengthen connections between family dynamics, business operations, and community impact. Learn more at Wingspan Legacy Partners.

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