Pruning the Tree By David WerdigerSuccession Planning No Comments May, 2022 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 Non-Family CEO By David WerdigerSuccession Planning No Comments March, 2022 2 min read As a family enterprise matures, and often in the context of succession planning (or ageing...Read More 22 March, 2022
Q&A: Board Succession Strategy By David WerdigerSuccession Planning No Comments March, 2021 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 Planning No Comments February, 2021 2 min read The Greek philosopher Plutarch asked: “People, where are you going? Doing everything to ...Read More 17 February, 2021
Preparing NextGen Custodians of Significant Wealth By David WerdigerSuccession Planning No Comments February, 2021 2 min read How can families best prepare the rising generation for inheritance and/or joining the fam...Read More 11 February, 2021
Pandemic Succession Planning By David WerdigerSuccession Planning No Comments September, 2020 2 min read Abraham Lincoln famously said: “Don’t swap horses in the middle of the stream&...Read More 12 September, 2020
Preparing the Rising Generation For Succession Planning By David WerdigerSuccession Planning No Comments August, 2020 2 min read How can families best prepare the rising generation for inheritance and/or joining the fam...Read More 12 August, 2020
To Transition or Split? That Is the Question? To Transition or Split? That Is the Question? By David WerdigerSuccession Planning No Comments September, 2019 2 min read Kenny Rogers sang of the importance of knowing “when to hold ’em, and when to ...Read More 10 September, 2019
Talking about Family Wealth Talking about Family Wealth By David WerdigerSuccession Planning No Comments June, 2019 2 min read One of the biggest challenges in wealthy families is when/how to talk about the family wea...Read More 10 June, 2019
3 Mistakes Baby Boomers Make When Transitioning Their Business To Their Children 3 Mistakes Baby Boomers Make When Transitioning Their Business To Their Children By Kim AdamsSuccession Planning No Comments April, 2019 8 min read ...Read More 20 April, 2019
But I Don’t Want To Take Over! But I Don’t Want To Take Over! By David WerdigerSuccession Planning No Comments March, 2019 2 min read A common challenge for family businesses is when the rising generation have no interest in...Read More 10 March, 2019
Family Business or Business Family? Family Business or Business Family? By David WerdigerSuccession Planning No Comments February, 2019 2 min read According to Camden Research’s recent report, succession is a greater priority for f...Read More 10 February, 2019