Skip to main content
werdigerbanner

What Can We Do For You?


​Free book plus shipping. Transition is a powerful tool to guide the balance of business structure and family lifestyle. We cover the cost of the book, you pay S&H. CLICK HERE

​Master Your Business, Master Your Life Coaching Intensive
I’ll be working directly with business owners just like you… to give them the power to regain control of their businesses and their lives.
Exclusive Opportunity for Entrepreneurs Who Are Flat-Out Exhausted…
​Do ​you want the Power to Spend Less Time and Energy Working In Your Business… and Actually Have the Freedom to Enjoy Life Again? CLICK HERE

​Master Your Life
Transition with David Werdiger #1 Best-Selling Author
The top 3 causes of Business Owner burnout include long hours, family strife and organizational chart mismanagement. A dose of preventive medicine could go a long way. CLICK HERE

​Transition Digital Membership Area: Start Your Transition Today!
Get Immediate Access
Access your free and paid content today!
Membership includes free access to the Family Matters newsletter archive plus any purchases of David's books or courses.
CLICK HERE

​Not sure where to start? Don't worry... Check out David's Online Product Store

​You can view all the courses and products David has created and choose based on what is most important to you.


​David Werdiger, writer, speaker, adjunct professor, revolutionized cloud-based recurring billing as he migrated from his second-generation family business to C-level technology growth company roles. He is a frequent speaker at International Society of Private Wealth Network events, presents case studies at private HNWI events, and public national conferences. Werdiger is a #1 International Best-Selling author of the book ‘Transition; How to Prepare Your Family and Business for the Greatest Wealth Transfer in History’ and Founder of the Nathanson Pearson Family Office in Melbourne Victoria Australia.

Today Werdiger works from the #nextgeneration of EY Family Office Guide 2019 as the bridge between generations through The Nathanson Pearson Family Office Advisory. Utilizing technology tools like his exclusive Business Succession Risk Assessment (BSRA) programs and his Bridge Between Advisory Services (BBAS). Learn more about David Werdiger and his Programs of excellence at https://davidwerdiger.com and on social networks @dwerdiger and @davidwerdiger.

For more in-depth, thought-provoking discussion points and commentary on family and business, sign-up to gain access to the archives of Family Matters: https://www.transitionbook.co/family-matters influenced and partly based on the Book E-Myth Revisited case study.

What People Say About David

 

​“David is a true entrepreneur and strategic thinker. He has an ability to conceptualize focused projects and deliver solutions. His nature is driven, unwavering, supportive and results oriented. David has achieved success where many others have not.”

Jeff Marshall – CEO

“I find David very open and easy to deal with. He is extremely professional and very experienced. David and his business solutions are extremely reliable. I’m more than happy to recommend his services.”

Indi Siriniwasa – Director Of Enterprise Sales

“David is a very resourceful and entrepreneurial individual. He is well respected and is frequently invited to speak as a subject matter expert.”

Richard Giuliano – VP International Sales

“Always an open an honest person to do business with, David has played a critical part in the creation of the carriage service provider business within Australia.”

John Green – Director Of Operations

“David gave considered opinion and showed both compassion for the clients we served and a strong commitment to his work.”

Suzanne Zyngier – PhD

“David’s company has consistently delivered cost-effective results and we seek to engage them whenever there is a mutually beneficial opportunity.”

Steve Waddington – CEO

The World Of David Werdiger

 

Featured Posts

Can we talk about family wealth

Q&A: Can we talk?

By Articles, Familosophy, Featured Posts, LinkedIn, originalNo Comments

Q: How do we tell the kids about our family wealth? A: First and possibly most important point: they already know. By the lifestyle you lead and the people you mix with, your children have already made assumptions about the family wealth. They will also have garnished information on this topic from friends and from public sources. That means in terms of controlling the conversation, you are already well behind, so be aware of what you can and…

Read More
Covid & Resilience

COVID & Resilience

By Articles, Familosophy, Featured Posts, LinkedIn, originalNo Comments

As we enter the third year of this pandemic, it’s worth reflecting on the theme of resilience. By retaining their long-term view, family businesses have been able to not just weather the storm but also grow and thrive. Their resilience comes from other factors as well: the entrepreneurial spirit of innovating in times of crisis, and the emotional and social bonds that exist both within the family and within the wider family business group and…

Read More
Advisor Succession to Family Office

Advisor Succession to Family Office

By Articles, Familosophy, Featured Posts, LinkedIn, repostNo Comments

Financial advisors are an ‘old’ bunch – with an average age in their mid-50s and a big bulge of advisors now in their 60s and 70s. If that didn’t already pose a risk to their clients, the COVID-induced recession means that many of them will leave sooner than expected – either by choice or otherwise – and may choose to retire completely in the current economic environment. Merrill Lynch, perhaps in response to both issues,…

Read More
Family Business Crisis

Family business response to crisis

By Articles, Familosophy, Featured Posts, LinkedIn, repostNo Comments

During a crisis, having a family business can be a double-edged sword. On one hand, there are often family elders with experience in overcoming previous recessions, support from the family unit, and the fact that family businesses tend to be more risk averse and therefore in a better position to weather the storm. But some of those very attributes can also manifest as weaknesses. For example, family businesses have a concern for a wide range…

Read More
Rising Gen Inheritance

Rising Gen depend on inheritance

By Articles, Familosophy, Featured Posts, LinkedIn, repostNo Comments

According to a Merrill Edge report, one third of “mass affluent” (mid-range wealth) Americans say their financial stability depends on their inheritance. But interestingly, this is more a result of prevailing economic conditions (markets, unemployment, weak wage growth) than the generation being brought up with a silver spoon sense of entitlement. Economic conditions for creation of wealth have been challenging for the rising generation. There are even signals of a decline in social mobility. The…

Read More
Family and Politics

Family and Politics

By Articles, Familosophy, Featured Posts, LinkedIn, repostNo Comments

With the US midterm elections in the news, there is talk of generational shifts in the electorate (which will take some time still to have a significant impact), and with the further polarisation within the US, the way political affiliations have come between friends and family members. This fascinating NPR podcast discusses how political preferences are driven by hidden moral frameworks. The nation is often described using the family as a metaphor, with terms like…

Read More
Newsletter & articles here