Speaking on Power Dynamics At UHNW Instititute Masterclass Speaking on Power Dynamics At UHNW Instititute Masterclass By David WerdigerSpeaking No Comments June, 2023 1 min read David will be one of the facilitators at the UHNW Institute Masterclass on Power Dynamics....Read More 27 June, 2023
Family Advisor Succession: A Family Perspective By David WerdigerSuccession Planning No Comments June, 2023 2 min read I’ve written several times about the challenges of advisor succession, and now want ...Read More 22 June, 2023
UHNW: Ambition vs Entitlement By David WerdigerUltra High Net Worth No Comments May, 2023 2 min read James Clear famously said: “Ambition is when you expect yourself to close the gap be...Read More 25 May, 2023
Wealth Guilt 2.0 By David WerdigerFamily Governance No Comments May, 2023 3 min read In society, the wealthy often get a bad rap. If you’re a wealth creator, people may ...Read More 25 May, 2023
“Succession” & Strategic Renewal in Family Business By David WerdigerSuccession Planning No Comments April, 2023 3 min read Family business succession plans (or the ideas for them that are embedded in the minds of ...Read More 28 April, 2023
Speaking at Prestel & Partner: Singapore 2023 Speaking at Prestel & Partner: Singapore 2023 By David WerdigerSpeaking No Comments April, 2023 1 min read David will be speaking at Prestel & Partner’s Family Office Forum in Singapore o...Read More 26 April, 2023
How Much is Enough? By David WerdigerWealth Transition No Comments April, 2023 2 min read The question “how much is enough?” and its corollary “how much should I ...Read More 26 April, 2023
Family Conficts: Carrot or Stick? By David WerdigerFamily Conflict Resolution No Comments March, 2023 2 min read Q. My child is not performing in their role in the family business / will use their inheri...Read More 25 March, 2023
How Transition Ready Is Your Family By David WerdigerWealth Transition No Comments March, 2023 2 min read Transition Ready In the early days of my billing business, a prospective customer asked me...Read More 24 March, 2023
Why the Twelve Tribes? Why the Twelve Tribes? By David WerdigerReligion No Comments March, 2023 4 min read Why did the Jewish people need to consist of twelve tribes? They started as one family, wi...Read More 13 March, 2023
Family Succession: Are We Ready Yet? By David WerdigerSuccession Planning No Comments March, 2023 2 min read When taking young children for a long drive in the car, we would regularly hear them ask &...Read More 2 March, 2023
Speaking at PWN Roundtable: Do we keep our family wealth together or go our separate ways? Speaking at PWN Roundtable: Do we keep our family wealth together or go our separate ways? By David WerdigerSpeaking No Comments March, 2023 1 min read On 22 March, David will be speaking at PWN’s event in Auckland. Many families that s...Read More 1 March, 2023