https://d2saw6je89goi1.cloudfront.net/uploads/digital_asset/file/595162/Horizons-September-2019-David_Werdiger.pdf
Case Study: A wealth originator dies leaving a second generation son in charge of the operating business and family fortune. A mix of 2nd and 3rd generation family members are employees but a 3rd-Gen college grad, never having worked in the family business, proposes a new business venture and asks the family to invest.

Read this Horizons Article on how best-selling author David Werdiger describes a resolution-construct to navigate between the conflicting agendas and uncover the core issues for an optimum outcome.

For additional in-depth, thought-provoking discussion points and commentary on family and business, sign-up to gain access to the archives of my Familosophy newsletter (formerly Family Matters): https://www.transitionbook.co/member-area/6cf3b890596 or book a call or speaking engagement at https://www.davidwerdiger.com influenced and partly based on the Book E-Myth Revisited case study. Actionable intergenerational wealth planning practices. influenced and partly based on the Book E-Myth Revisited case study. Actionable intergenerational wealth planning practices.

intergenerationalequity #wealthsuccessionplanning #familyofficegovernance #familyoffices #nextgen