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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.”

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“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

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The World Of David Werdiger

Featured Posts

How to Avoid the Impact of Social Distancing by David Werdiger

How to Avoid the Impact of #SocialDistancing

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

With many people forced into #remotework and/or #shelterinplace, it is essential to understand the impact of the family dynamic on a business. Besides the obvious space and time-management issues, conflict in family business happens differently, therefore must be resolved differently. Disputes within a family don’t escalate suddenly. They are often built on years of relationship sentiment that is latent or suppressed. With the current #pandemic the triggers for those conflicts can easily be fast-tracked and…

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Talking about wealth by David Werdiger

Talking About Wealth; Navigating Communication with Heirs

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

Most people with wealth to pass on have never talked to their heirs about how they plan to distribute their assets after they die because they consider the information too personal, according to a recent survey. In six out of 10 families, there is no process in place to ensure family wealth decisions are made and communicated effectively (from another survey). This is actually no surprise, because these sorts of discussions are among the most…

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Family Vision, Dubai

Family Vision; Founding Fathers, Rising Generations

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

I’ve recently returned from a speaking engagement at a conference in Dubai, which was my first visit there. As I walked around the city and particularly the mall, I pictured “founding father” Sheikh Al Maktoum just a few decades earlier looking out on a desert, and imaging a future that few others could imagine. Creating modern Dubai took a huge amount of money and some outstanding engineering, but the most important ingredient was … vision….

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Is Your Business Sale-Ready? by David Werdiger; Family Wealth Report - Wealth Briefing

How Sale-Ready Is Your Business? Three Essential Steps

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

For a business founder, their ”investment” in the business is multi-dimensional: financial and emotional. Selling the business isn’t just an event, it’s a journey. So argues the author of this article, an author, advisor and figure in the wealth management industry. There is a lot of commentary at the moment about business owners selling and transferring what they have built. It is an emotional and challenging process and the field is littered with stories of…

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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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