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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.

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What People Say About David

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“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.”

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“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

Apples and Trees; An Intergenerational Family Relations Presentation by David Werdiger

Apples and Trees; An Intergenerational Family Relations Presentation

By | Articles, Events, Featured Posts, In The News, LinkedIn, Speaking | No Comments

I am speaking about “Apples & Trees” An intergenerational family relations presentation, at Dubai 2020 Edition – The Prestel & Partner Family Office Forum Collection. Would you like to attend? https://www.linkedin.com/events/dubai2020edition-theprestel-partnerfamilyofficefor/ The Palace Downtown Dubai, Downtown Dubai, Dubai, AE March 3, 2020, 9:00 AM – March 4, 2020, 5:30 PM To book David for your event, send inquiry here: https://davidwerdiger.com/request-for-speaking/ For additional in-depth, thought-provoking discussion points and commentary on family and business, sign-up to gain…

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In-Laws and Wealthy Families by David Werdiger

In-Laws and Wealthy Families

By | Articles, Familosophy, Featured Posts, LinkedIn | No Comments

How to deal with family members by marriage poses significant challenges to wealthy families. Should they be allowed to work in the family business? If so, should there be a ceiling on their authority (stock, voting rights, etc)? Do they have a seat/voice at family meetings? What if the only person in the rising generation with the skills to be involved in the family business is a child-in-law? What to do when a marriage is…

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Family Office Trends by David Werdiger

Family Office Trends

By | Articles, Familosophy, Featured Posts, In The News, LinkedIn, News / Media | No Comments

The family office space is constantly evolving. This is driven in part by the investment flavour of the month, global economic/political trends, wealth transition within families, the family follow-me-go-round (families looking at what others are doing), and the general competitive environment amongst FO offerings. Essentially, a family office is a set of services used by a wealth family to manage its wealth and other associated needs. There are no rules for how a FO can…

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3 Entitlement Fixes

Transcend the Negative Impact of Transition Entitlement

By | Articles, Familosophy, Featured Posts, LinkedIn, Speaking | No Comments

Transitioning a business is a once-in-a-lifetime event, and “entitlement” comes up in almost every family discussion, presentation or lecture I give. It has become almost a dirty word when it comes to family wealth – something to be avoided at all cost. “How can I prevent my children from becoming entitled?” is what most every parent wants to know. When it comes to family business, transcending the negative impact of entitlement can be achieved by…

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How Do Subsequent Generations In Your Family ‘Prove Themselves’?

By | Familosophy, Featured Posts | No Comments

Consider this from two perspectives: the family and the individual. Do families demand that younger generations prove themselves in some way, perhaps before being allowed to join the family business or take some other role with respect to the family assets? The other side is the view of the younger family member. Being born into wealth can be a lodestone, especially the way ‘privilege’ is a dirty word in some circles. The world loves a…

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