Events / News / Media Archives

Talking Billions podcast – Navigating Family Wealth

By Kim AdamsInterviews No Comments May, 2025 2 min read

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7 May, 2025

Interview on Finance Friends with Fabian

By Kim AdamsInterviews No Comments April, 2025 1 min read

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8 April, 2025

David Werdiger’s award-winning article

By Kim AdamsPress Releases No Comments February, 2025 1 min read

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7 February, 2025

Speaking at Prestel & Partner – Dubai

By David WerdigerSpeaking No Comments January, 2025 1 min read

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20 January, 2025

Mastering Family Enterprise in Passion Vista

By Kim AdamsInterviews No Comments December, 2024 1 min read

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27 December, 2024

Chair at the PWN Adviser Forum

By Kim AdamsSpeaking No Comments November, 2024 1 min read

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3 November, 2024

The Heart and Science of Wealth

By Kim AdamsInterviews No Comments November, 2024 1 min read

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1 November, 2024

The GAF Podcast

By Kim AdamsInterviews No Comments October, 2024 1 min read

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10 October, 2024

Uncommon Experiences Masterclass – The Time-Purpose Map

By Kim AdamsSpeaking No Comments October, 2024 1 min read

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2 October, 2024

‘Performance-Enhancing Vices’: Good for Business, Bad for Relationships

By Kim AdamsInterviews No Comments September, 2024 1 min read

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20 September, 2024

Panelist at PWN’s Family Office Congress

By David WerdigerSpeaking One Comment May, 2024 1 min read

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6 May, 2024

David Werdiger talks succession planning in the modern world

By Kim AdamsInterviews No Comments April, 2024 8 min read

Carrie Pallardy Apr 02, 2024 Credit: KRISTINA RUOTOLO David Werdiger is the mana...

3 April, 2024

David Werdiger Follow

Tech #entrepreneur, strategic thinker/advisor for #familybusiness #Author of https://t.co/0rOmY0yqRw Book me for #speaking through Linkedin.

David Werdiger @davidwerdiger ·

30 Apr

Back from Singapore after another great @Prestel_Partner conference.
This time, I focused not on the rising gen—but the incumbent gen.
Their challenge?
Fear of the unknown—not what the business looks like after transition, but what life looks like for them.
Sound familiar? DM me.

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David Werdiger @davidwerdiger ·

29 Apr

Intergenerational wealth transition has changed (forever).

It used to be about two generations.

With increased life expectancy, now three gens are in play.

Are you the "sandwich generation"?

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David Werdiger @davidwerdiger ·

28 Apr

What makes a family? Shared genetic material? Shared assets?

A family is much more, and it's even more if family members *choose* to stay together.

Simply having the option to separate means they are together because they want to be, not because they have to be.

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David Werdiger @davidwerdiger ·

28 Apr

What does “I want to retire, but …” mean?

Simple: anything before “but” is bullshit.

You may not actually want to retire at all.

What do you do instead?

Make excuses.

The pattern works something like this:

“I want to retire” (you have to start saying this)
1/5

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