In this engaging podcast episode, David Werdiger shares insights from his personal journey and professional work guiding families through the complexities of intergenerational wealth. Drawing from his experience as a second-generation family business member and a trusted advisor, David unpacks the deeper dynamics behind one of the largest wealth transfers in history.
He reflects on his family’s immigrant roots, the evolution of their textile business into property investment, and why real estate often becomes a natural home for entrepreneurial families. From the challenges of power transition and sibling dynamics to the emotional ties founders have with their businesses, David explores how family governance, communication, and values shape successful legacy planning.
With increasing lifespans and multiple generations active at once, David discusses how wills alone are no longer enough—families must embrace charters, governance structures, and intentional dialogue to navigate legacy and preserve unity.
Ultimately, David redefines success not just in financial terms, but through joy, meaningful connection, and helping other families thrive.
🎧 Listen to the full episode below:
Also available on Apple Podcast and Spotify
