Family Capital and Governance: Navigating Wealth Beyond Rich Lists Family Capital and Governance: Navigating Wealth Beyond Rich Lists By David WerdigerUltra High Net WorthNo Comments 2 min read While they might seem innocuous, ‘rich lists’ tend to be quite limited in gaug...Read More 16 January, 2024
What is Legacy? By David WerdigerWealth TransitionNo Comments 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 OfficeNo Comments 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 BusinessNo Comments 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 TransitionNo Comments 3 min read When parents die, their children become orphans. Parents and children can have a deep and ...Read More 23 November, 2023
Win-Win Family Philanthropy By David WerdigerWealth TransitionNo Comments 3 min read Philanthropy, in simplistic terms, is often manifested as the flow of funds from a grant-m...Read More 20 October, 2023
Family Wealth Priorities By David WerdigerUltra High Net WorthNo Comments 3 min read Where we spend our time and energy is a reflection of our priorities. In a wealthy family,...Read More 19 October, 2023
Financial Mars & Venus By David WerdigerFamily GovernanceNo Comments 3 min read The 1992 book Men Are from Mars, Women Are from Venus asserted fundamental psychological d...Read More 29 September, 2023
Surname, First Name: Do People Make Assumptions About You Based on Your Surname? By David WerdigerFamily GovernanceNo Comments 2 min read In most places today, people have both a given (or first) name and a family name, but the ...Read More 28 September, 2023
Superpowers In Family Business Superpowers By David WerdigerFamily BusinessNo Comments 3 min read In many countries, family businesses are a significant part of the economy and an engine r...Read More 31 August, 2023
Does it belong to us? By David WerdigerFamily GovernanceNo Comments 2 min read (no spoilers) There’s a wonderful scene toward the end of the final season of the po...Read More 25 August, 2023
Succession of a Family Business By David WerdigerSuccession PlanningNo Comments 2 min read Family and business makes for a complex mix, essentially because of conflict of interest. ...Read More 24 August, 2023