Releasing “The Sticky Baton” By David WerdigerSuccession Planning No Comments July, 2024 5 min read ...Read More 11 July, 2024
Panelist at PWN’s Family Office Congress Panelist at PWN’s Family Office Congress By David WerdigerSpeaking One Comment May, 2024 1 min read ...Read More 6 May, 2024
Presenting at Private Wealth Advice Forum Presenting at Private Wealth Advice Forum By David WerdigerSpeaking No Comments March, 2024 1 min read ...Read More 7 March, 2024
Revisiting philanthropic priorities after Oct. 7 Revisiting philanthropic priorities after Oct. 7 By David WerdigerPhilanthropy No Comments March, 2024 7 min read “What proportion of members’ giving is Jewish?” This was my question for the t...Read More 7 March, 2024
On R. Adam Smith’s Family Business Audiocast By David WerdigerInterviews No Comments February, 2024 1 min read ...Read More 18 February, 2024
Family Capital and Governance: Navigating Wealth Beyond Rich Lists Family Capital and Governance: Navigating Wealth Beyond Rich Lists By David WerdigerUltra High Net Worth No Comments January, 2024 7 min read While they might seem innocuous, ‘rich lists’ tend to be quite limited in gaug...Read More 16 January, 2024
Jewish Philanthropy: Buildings vs chairs Jewish Philanthropy: Buildings vs chairs By David WerdigerPhilanthropy No Comments January, 2024 5 min read The old jokes about the Jewish spacecraft that was unable to take-off because it was weigh...Read More 12 January, 2024
Risk in Family Business By David WerdigerFamily Business No Comments January, 2024 5 min read ...Read More 11 January, 2024
What is Legacy? By David WerdigerWealth Transition No Comments December, 2023 2 min read In a family wealth context, legacy is often viewed as transactional and financial: the ass...Read More 30 December, 2023
Single, Multi or …? By David WerdigerFamily Office No Comments December, 2023 3 min read What kind of family office do you have? What kind would you like? Would you like fries wit...Read More 30 December, 2023
Family Business Leadership vs Management By David WerdigerFamily Business No Comments November, 2023 2 min read A number of people succinctly describe the difference between leadership and management: a...Read More 24 November, 2023
Orphan Assets By David WerdigerWealth Transition No Comments November, 2023 3 min read When parents die, their children become orphans. Parents and children can have a deep and ...Read More 23 November, 2023