Episode 44: David Werdiger
Prepare for an insightful and dynamic episode of The GAF as Scott sits down with David Werdiger. In this conversation, they explore the vast and exciting opportunities that exist for advisors working with Significant Families—families with complex structures and multi-generational wealth.
David delves into the nuances of guiding these families through their unique challenges, from wealth transition to governance and beyond. He shares personal stories and invaluable lessons from his years of experience, shedding light on the pivotal role advisors can play in helping these families not only preserve their wealth but also build lasting legacies.
Whether you’re an advisor looking to tap into this space or simply curious about the dynamics of ultra-high-net-worth families, this episode is a must-listen. Packed with actionable insights and candid reflections, it promises to offer fresh perspectives and practical takeaways. Don’t miss this opportunity to learn from one of the leading voices in the field!
Listen to the Podcast here.
This was originally posted at The GAF.
