The Fear of Wealth Transfer By David WerdigerWealth TransitionNo Comments 2 min read Q: How do we protect the next generation from blowing our money? A: Stop right t...Read More 18 April, 2021
Philanthropy: COVID & Beyond By David WerdigerFamily Conflict ResolutionNo Comments 2 min read Many families struggle with the ‘why’ of their wealth. Defining a philanthropi...Read More 14 April, 2021
Considerations for Wealth Transition By David WerdigerWealth TransitionNo Comments 3 min read A successful wealth transition means the family stays intact and they maintain c...Read More 22 March, 2021
Family Conflict Resolution: Megxit II: The Interview By David WerdigerFamily Conflict ResolutionNo Comments 3 min read If you couldn’t bear to watch Megan Markle bare her soul to Oprah (or if you couldn&...Read More 15 March, 2021
Q&A: Board Succession Strategy By David WerdigerSuccession PlanningNo Comments 3 min read Q: We have three non-family board members in their 70s on our family board. How shoul...Read More 12 March, 2021
Educating the Rising Generation By David WerdigerSuccession PlanningNo Comments 2 min read The Greek philosopher Plutarch asked: “People, where are you going? Doing everything to ...Read More 17 February, 2021
Family Business Conflict Resolution By David WerdigerFamily Conflict ResolutionNo Comments 3 min read Family business conflict is often over long-standing concerns relating to roles and contri...Read More 15 February, 2021
Preparing NextGen Custodians of Significant Wealth By David WerdigerSuccession PlanningNo Comments 2 min read How can families best prepare the rising generation for inheritance and/or joining the fam...Read More 11 February, 2021
Rising Gen Entrepreneurship & ESG By David WerdigerFamily BusinessNo Comments 2 min read Successful entrepreneurs are often control freaks. But they can’t control whether their ...Read More 15 January, 2021
Risks for Family Advisors & their Clients By David WerdigerFamily Wealth AdvisoryNo Comments 2 min read The cobbler’s children go barefoot: Advisors don’t spend enough time thinking ...Read More 13 January, 2021
Grieving the Pandemic By David WerdigerFamily GovernanceNo Comments 2 min read The pandemic about over, but after 3 years, we know a lot more, and there are reasons for ...Read More 16 December, 2020
Understanding Gender in Family Wealth By David WerdigerFamily GovernanceNo Comments 3 min read There are several good reasons why family enterprises should care about making active effo...Read More 14 November, 2020