David will be speaking at Prestel & Partner’s Family Office Forum in Singapore on 16-17 May. Topic: Pruning the TreeMany families that share significant assets may at some point consider whether to continue managing their wealth, business, or philanthropy together or going their separate ways. These questions can arise when a conflict or crisis hits, and they are forced to make decisions.
On 22 March, David will be speaking at PWN’s event in Auckland. Many families that share significant assets may at some pointconsider whether to continue managing their wealth, business orphilanthropy together or going their separate ways. These questionscan arise when a conflict or crisis hits and they are forced to makedecisions.This moderated roundtable discussion will explore different familyperspectives and experiences to managing shared wealth as well asways to help you think about whether sharing assets…
David will be a guest lecturer at Harvard Business School’s Families in Business executive education course in November. He will lecture on family governance and teach a case study on estate planning.
With many people forced into #remotework and/or #shelterinplace, it is essential to understand the impact of the family dynamic on a business. Besides the obvious space and time-management issues, conflict in family business happens differently, therefore must be resolved differently. Disputes within a family don’t escalate suddenly. They are often built on years of relationship sentiment that is latent or suppressed. With the current #pandemic the triggers for those conflicts can easily be fast-tracked and…
Personally, I think there is too much negativity around entitlement. Transitioning a business is a once-in-a-lifetime event, and “entitlement” comes up in almost every family discussion, presentation or lecture I give. It has become almost a dirty word when it comes to family wealth – something to be avoided at all cost. “How can I prevent my children from becoming entitled?” is what most every parent wants to know. When it comes to family business,…
Case Study: A wealth originator dies leaving a second generation son in charge of the operating business and family fortune. A mix of 2nd and 3rd generation family members are employees but a 3rd-Gen college grad, never having worked in the family business, proposes a new business venture and asks the family to invest. Read this Horizons Article on how best-selling author David Werdiger describes a resolution-construct to navigate between the conflicting agendas and uncover…
With many people forced into #remotework and/or #shelterinplace, it is essential to understand the impact of the family dynamic on a business. Besides the obvious space and time-management issues, conflict in family business happens differently, therefore must be resolved differently. Disputes within a family don’t escalate suddenly. They are often built on years of relationship sentiment that is latent or suppressed. With the current #pandemic the triggers for those conflicts can easily be fast-tracked and…
I’ve recently returned from a speaking engagement at a conference in Dubai, which was my first visit there. As I walked around the city and particularly the mall, I pictured “founding father” Sheikh Al Maktoum just a few decades earlier looking out on a desert, and imaging a future that few others could imagine. Creating modern Dubai took a huge amount of money and some outstanding engineering, but the most important ingredient was … vision….
I am speaking about “Apples & Trees” An intergenerational family relations presentation, at Dubai 2020 Edition – The Prestel & Partner Family Office Forum Collection. Would you like to attend? https://www.linkedin.com/events/dubai2020edition-theprestel-partnerfamilyofficefor/ The Palace Downtown Dubai, Downtown Dubai, Dubai, AE March 3, 2020, 9:00 AM – March 4, 2020, 5:30 PM To book David for your event, send inquiry here: https://davidwerdiger.com/request-for-speaking/ For additional in-depth, thought-provoking discussion points and commentary on family and business, sign-up to gain…
Transitioning a business is a once-in-a-lifetime event, and “entitlement” comes up in almost every family discussion, presentation or lecture I give. It has become almost a dirty word when it comes to family wealth – something to be avoided at all cost. “How can I prevent my children from becoming entitled?” is what most every parent wants to know. When it comes to family business, transcending the negative impact of entitlement can be achieved by…
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