What Is ‘Retirement’? By David WerdigerWealth TransitionNo Comments 2 min read The term ‘retirement’ evokes a certain scenario: someone spends their working ...Read More 1 July, 2022
Sudden Wealth By David WerdigerWealth TransitionNo Comments 2 min read Sudden change of any type is risky. When someone’s personal wealth circumstances cha...Read More 30 June, 2022
Pruning the Tree By David WerdigerSuccession PlanningNo Comments 2 min read As a tree grows, it is often helpful to prune some branches to make space for other branch...Read More 21 May, 2022
The New Matriarchs By David WerdigerFamily GovernanceNo Comments 2 min read Change is in the winds. Women control more than 60% of personal wealth in the USA. While o...Read More 21 April, 2022
The Non-Family CEO By David WerdigerSuccession PlanningNo Comments 2 min read As a family enterprise matures, and often in the context of succession planning (or ageing...Read More 22 March, 2022
“Oligarch”: the great misnomer “Oligarch”: the great misnomer By David WerdigerPoliticsNo Comments 3 min read There is lots of talk these days about “Russian oligarchs” — how wealthy they are, h...Read More 8 March, 2022
Entrepreneurial Legacy By David WerdigerWealth TransitionNo Comments 2 min read Most wealth is created through entrepreneurship. When wealth creators think about the lega...Read More 13 February, 2022
The Difference Between Equal & Fair In Wealth Transition By David WerdigerWealth TransitionNo Comments 2 min read A recent survey has found that only about a quarter of HNW parents plan to split their wea...Read More 13 February, 2022
Q&A: Can We Talk About Family Wealth? By David WerdigerFamily Conflict ResolutionNo Comments 3 min read Q: How do we tell the kids about our family wealth? A: First and possibly most i...Read More 13 January, 2022
COVID & Resilience – Family Governance By David WerdigerFamily GovernanceNo Comments 2 min read As we enter the third year of this pandemic, it’s worth reflecting on the theme of r...Read More 13 January, 2022
What Wealth Transition? By David WerdigerWealth TransitionNo Comments 2 min read For years, we’ve been writing and talking about this trillion dollar wealth transiti...Read More 14 December, 2021
Kids & Unintended Consequences By David WerdigerFamily Conflict ResolutionNo Comments 2 min read One of the great challenges of family wealth is raising children. And one of the best arti...Read More 14 December, 2021