Talking About Wealth; Navigating Communication with Heirs By David WerdigerWealth Transition No Comments March, 2020 2 min read Most people with wealth to pass on have never talked to their heirs about how they plan to...Read More 17 March, 2020
Life Expectancy in 3rd and 4th Generation Businesses By David WerdigerWealth Transition No Comments February, 2020 2 min read Andrew Carnegie is credited with the most infamous and requoted aphorism in family busines...Read More 21 February, 2020
How Do Subsequent Generations In Your Family ‘Prove Themselves’? How Do Subsequent Generations In Your Family ‘Prove Themselves’? By David WerdigerWealth Transition No Comments January, 2020 2 min read Consider this from two perspectives: the family and the individual. Do families demand tha...Read More 4 January, 2020
The Downside to Wealth By David WerdigerWealth Transition No Comments December, 2019 2 min read This is a difficult topic to broach, and needs to be done only in appropriate settings - i...Read More 28 December, 2019
Knowing When To Let Go With Family Wealth Knowing When To Let Go With Family Wealth By David WerdigerWealth Transition No Comments December, 2019 2 min read “How do I transfer wealth to my children without spoiling them?” That would be...Read More 10 December, 2019
Understanding Generational Thinking About Wealth Understanding Generational Thinking About Wealth By David WerdigerWealth Transition No Comments September, 2019 2 min read Wealthy people broadly come in two flavours – wealth creators and wealth inheritors ...Read More 10 September, 2019
Perspectives on the Disclosure of Information to Beneficiaries of Family Trusts By David WerdigerWealth Transition No Comments August, 2019 11 min read BY HENRY BRANDTS-GIESEN AND DAVID WERDIGER In this article, we present two perspecti...Read More 5 August, 2019
Why Do Families Want to Give Their Wealth Away To Charities Why Do Families Want to Give Their Wealth Away To Charities By David WerdigerWealth Transition No Comments June, 2019 2 min read The challenges of bringing up children with wealth are predicated on the idea that said we...Read More 10 June, 2019
Why Is The Topic of Entitlement “Taboo”? Why Is The Topic of Entitlement “Taboo”? By David WerdigerWealth Transition No Comments May, 2019 2 min read The e-word – “entitlement” – comes up in almost every presentation...Read More 10 May, 2019
The Most Valuable Thing to Your Children The Most Valuable Thing to Your Children By David WerdigerWealth Transition No Comments February, 2019 2 min read As a wealthy family, what is the most valuable thing you can give your children? One sure ...Read More 10 February, 2019
The Next Generation of Givers The Next Generation of Givers By David WerdigerWealth Transition No Comments January, 2019 2 min read Philanthropy can be a great way to engage different generations in a wealthy family, and f...Read More 10 January, 2019
Talking about Money Within Families Talking about Money Within Families By David WerdigerWealth Transition No Comments December, 2018 2 min read Money is one of the few remaining taboo topics for discussion, but in wealthy families, it...Read More 10 December, 2018