The premier membership community for the Rising Gen.

WINGSPAN

FORUM

LEARN. CONNECT. GROW.

Empowered to Lead

Wingspan Forum provides an educational experience designed specifically for the complexities of family enterprise leadership. Recognizing that each family’s business dynamics are unique, our curriculum dives deep into the issues that matter most on your journey.

We believe in empowering the Rising Gen with the knowledge and skills to confidently navigate challenges and make decisions that benefit both the family and the business.

Embrace Complexity. Tackle Real-World Challenges. Designed for Your Journey.

Go Further Together

Our cohorts are founded on trust and commitment to mutual growth. Wingspan Forum isn’t just a network, it’s a thriving community of members of the Rising Gen who share a common vision—to build legacies that stand the test of time.

As a Rising Gen leader, your path may feel isolating. Here, you will connect with peers who understand the challenges you face. It's through collective growth and collaboration that real transformation happens.

Exchange Ideas. Gain Trusted Counsel. Build Your Legacy.

Bring Your Future Forward

Access is one of the most critical aspects of leadership development, and Wingspan Forum provides unparalleled opportunities for you to connect with a global network of industry-leading experts, seasoned mentors, and peers who have successfully navigated the challenges of family business leadership.

Access means more than just information—it’s about forming the connections that will propel your leadership journey forward.

Connect with Experts. Seize Opportunity. Achieve Your Potential.

THE FORUM
THE FORUM
EXPERIENCE
EXPERIENCE

One Year to Launch Your Lifelong Learning Community

The Forum experience focuses on three core pillars: education, community, and access.

These pillars form the foundation of an immersive membership program that provides Rising Gen leaders with the tools, relationships, and confidence to navigate the complexities of family business leadership.

Through a combination of virtual workshops, in-person summits, and private 1:1 sessions with experts, Wingspan Forum offers a comprehensive approach to leadership development.

Exclusive In-Person Summits

Engage with peers and industry leaders at intimate gatherings featuring real-world case studies, world-class speakers, and interactive workshops.

  • Miami, FL April 3–5, 2025
  • Boston, MA October 9–11, 2025
Deep Dive Sessions

Gain insights from global experts in family business and family offices through four interactive virtual workshops.

1:1 Mentorship

Get paired with a “Now Gen” mentor who’s been there, done that. They’ll guide you through your family enterprise journey.

Private Counsel

Get a private session with a dedicated expert from Wingspan to tackle your unique business or family office challenges - confidentially and with expert guidance.

Comprehensive Learning

Our curated curriculum tackles family dynamics, governance, succession, wealth, giving, and legacy - everything you need to lead the next generation.

Legacy Club Access

Become part of our exclusive Alumni Network. Connect with fellow family business and family office leaders for ongoing learning, elite networking and mentorship.

70%

of the global GDP is produced by family businesses.1

80%

of Rising Gen leaders intend to adopt a leadership style different from their predecessors, with a stronger focus on technology and innovation.2

$84tn

wealth expected to be passed down over next 20 years.3

Your Legacy, Our Philosophy

Family enterprises have an unprecedented opportunity to shape the world. When led well, a family business becomes way more than just a business. It forms a dynamic ecosystem by which a family can build a legacy. The health of and relationships between family, business, wealth, and philanthropy determine the potential of that legacy. 

Wingspan supports and grows every component of your legacy, so that each area builds toward the others’ prosperity.

Cultural impact
Ethical dilemmas
Family Policies
Building legacy
Difficult conversations
Transparency for next gen
Ownership Agreements
Legal Structures
Entrepreneurship
Leadership transition
Crisis Management
AI
Globalization
risk management
talent management
cybersecurity
Estate Planning
Long term planning
Alternative investing
Investment Policy Statement
Tax planning
philanthropic strategy
Charitable giving structures
Community engagement
"As a former Rising Gen, I created Wingspan Forum to fill a void I personally experienced. It offers a safe space for Rising Gens to connect, learn, and grow together, forming lifelong bonds. My hope is that these connections evolve into a network of mutual support—serving on boards, collaborating on investments, and navigating the complex challenges that arise when business and family are intertwined."
—Christina Wing

Christina Wing founded Wingspan Legacy Partners to help Founders and Families navigate the intersections between family dynamics, business operations, wealth, legacy, and philanthropic impact.

Christina has personally faced the challenges she helps others navigate. With Wingspan, Christina has assembled a world-class team of similarly impassioned people driven to help Founders and Families maximize family unity, business success, and societal impact.

30+

Years Working with Family Enterprises

2.5k+

Students Educated

16k+

LinkedIn Followers

Wingspan Forum Faculty

Christina Wing
Founder & Partner
Christina is an accomplished business leader and professor. A firm believer that you can have it all—just not all at once, Christina teaches about families in business, leadership, and understanding the different chapters of life. She is on the faculty of Harvard Business School (HBS) where she focuses her research primarily on topics surrounding Family Enterprises. Prior to teaching at HBS and founding Wingspan, Christina was the president and CEO of a family office and held several roles in finance and general management.
Maryann G. Bell
Partner
Maryann G. Bell leads Wingspan's Advisory practice helping families create their legacies. She has a deep understanding of the structures needed to design governance and policy for multi-generational, family-owned enterprises. Her thoughtful approach cultivates conversations that drive positive change. Maryann is an experienced governance expert having chaired seven boards, and she has worked with rising leaders at Georgetown University and throughout her two decades in finance.
George Jackoboice
Operating Partner
George brings 26 years of family business experience to Wingspan. He is President of Monarch Holdings, Inc., a fifth-generation family business established in 1856. Monarch has been involved in a variety of industries, including manufacturing, medical devices, real estate, and private equity. George supports Wingspan's focus on direct communication, operational excellence, governance, and legacy as the cornerstones of a successful family business.
Andrew Peddar
President & COO
Drawing on 25 years of experience in fintech and financial services as an enterprise-sales oriented strategic thinker, Andrew oversees overall business and sales strategy as well as the development of new business lines through both organic and inorganic growth. Andrew has lived and worked in the UK, South Africa, Canada, and the U.S., building teams to deliver high-value products and services to investment management firms of all sizes around the world.

…and more industry experts, world-class speakers, and family office leaders.

Guiding Family Leaders with Bold Strategies and Trusted Expertise

Deep Trust

Wingspan is a trusted advisor to a global client base that has generated significant economic value.

Academic Excellence

Wingspan's Founder is a recognized academic and speaker in the family enterprise space.

Unique Access

Wingspan's families have leveraged our network to invest in alternatives suited to families.

Vast Experience

The Wingspan Team has decades of collective experience dedicated to partnering with global family enterprises.

Community Impact

Wingspan's support helps provide generational continuity for employees of the families we advise.

Extensive Network

Wingspan's global footprint allows for shared knowledge and current best practices.

Wingspan’s Global Reach

We support a growing network of worldwide Family Enterprises with purpose-built solutions.

Submit Your Interest Form to Start the Conversation

Frequently Asked Questions

Questions about the Forum community? We’re here to help.

How many members will be in each class?

What if I have somewhere else I’d like to stay during the in-person summits?

What if I can’t make both in-person summits?

How do you assign mentors?

How often will I get to meet with my mentor?

How is this program different from the free programs offered by the banks?

What is the time commitment for the program?

Can I apply if I am not actively involved in my family’s business?

What happens after the one year program?

How do I apply?

Who are the speakers and facilitators?

What makes Wingspan Forum unique?

How much does program membership cost?