David Werdiger Family Wealth Speaker and Author

David Werdiger is director of Nathanson Pearson in Melbourne Australia, a single family office and established provider of practical and appropriate solutions specifically for high net worth families. Published best-selling author of the book Transition, he has assisted many HNW families to navigate the complexities of succession planning, intergenerational wealth transition, and family governance.

David’s extensive commercial experience together with a confidential and empathetic relational approach to the challenges of family related business issues, has allowed him to facilitate unique solutions for clients by tapping into his personal knowledge and highly resourceful professional and specialist advisor network. He is an accredited advisor with Family Business Australia.

Carefully packaged and staged projects provide clients with a re-assuring consultative process that has successfully helped business owners establish a better work/life balance, retire, sell, hand-over to the next generation or overcome family conflict.

David is also an Adjunct Professor (family governance, entrepreneurship) an in-demand speaker at HNW conferences and events around the world, and a recognised thought leader who has been published extensively. He presents case studies and is able to distil complex issues and present them simply and succinctly.

David is married with five children and deeply engaged with his local community through a number of non-profits. He is writing his second book – about the challenges of the modern always-connected digital world. In between all that, he is passionate about sport – particularly AFL, cricket and NFL.

The back story: David started professional life as a software geek, and then a quant analyst. He then morphed into a technology entrepreneur, founding Billing Bureau, a leading Australian telecommunications and recurring billing software companies, two telco businesses, and partnering in two others. His book has been featured on major US print media and TV networks. He also presented an ELI Talk titled How to “Have” Jewish Grandchildren. David loves sharing his ideas about family office, entrepreneurship, philosophies on life and philanthropy in next generations.

Highlights of David’s Career

Professional

Chairman/Owner of Billing Bureau, Consultant, Mentor, and Advisor at Nathanson Pearson, Public Speaker & Master of Ceremonies, Voice Artist (performing as David Worth), Former Director/Owner of Telecoms Buying Group, Former Director/Shareholder of KISS Mobile.

Not for Profit

Chair of Audit Risk Committee at Australian Jewish Funders, Life Governor, previously Founding Director, Member of the Women’s Health Foundation at the College of Obstetricians and Gynaecologists (RANZCOG), President of JBD – Jews of the CBD, Director of Lamdeni Hebrew School, Former board member & Committee Member at Jewish Care; Director of Melbourne Jewish Aid Society.

Commentator

David Werdiger is an active writer and commentator, with over 300 articles on a variety of platforms. He writes on his personal blog, Times of Israel, Medium, and is regularly published on J-Wire. Also see David on SlideShare, Swinburne, and Quora.

David is a true entreprenuer and strategic thinker ... an ability to conceptualise ... and deliver solutions.

Jeff Marshall

... a very resourceful and entrepreneurial individual.

Richard Guiliano

... personable, courteous and professional to deal with.

Chris Swan

... he gave considered opinion and showed both compassion for the clients we served and strong commitment to his work. It was a pleasure to work with David.

Suzanne Zyngier