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Family Office Trends by David Werdiger

Family Office Trends

By | Articles, Familosophy, Featured Posts, In The News, LinkedIn, News / Media | No Comments

The family office space is constantly evolving. This is driven in part by the investment flavour of the month, global economic/political trends, wealth transition within families, the family follow-me-go-round (families looking at what others are doing), and the general competitive environment amongst FO offerings. Essentially, a family office is a set of services used by a wealth family to manage its wealth and other associated needs. There are no rules for how a FO can…

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Yellow and Black Sabbath

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Ahead of the 2019 AFL Grand Final, David was interviewed in The Age about the challenge of observing the Jewish Sabbath when it “clashes” with the biggest day in sport, especially when his team Richmond will be playing. [The Age]. David also wrote about this two years ago when Richmond played in a grand final that fell on Yom Kippur.

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Interviewed in Totalprestige Magazine

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David was interviewed in Totalprestige Magazine to discuss his entrepreneurial journey, adapting to change, and his bestselling book Transition. In the in-depth interview, David discussed his own personal journeys: from working 60-hour weeks immersed in his own businesses (three of them) to life as a strategic adviser helping business owners and families, and from failing high school English to being a bestselling author. Diving head first into business seemed an obvious choice at the time, but…

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Interviewed in INTHEBLACK Magazine

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Following the successful launch of his book Transition, David was interviewed for an article in CPA Australia’s magazine INTHEBLACK. “12 commandments of the family business” discusses the challenges of mixing family with business, particularly in the context of the estimated A$3 trillion wealth transfer taking place in Australia. Family business is a huge portion of the Australian economy, comprising 70 percent of businesses, and 50 percent of employees. Key success factors are vision, and governance….

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How to Have Jewish Grandchildren

By | Featured Posts, News / Media, Speaking | No Comments

We don’t really have any control over whether we have grandchildren and we have even less control over whether those grandchildren are Jewish. In this ELI Talk, David Werdiger recounts a conversation with a friend at shul that spurred his thoughts over what we do actually have control about when it comes to grandchildren and Jewish continuity. Drawing on the model of Jewish discourse and the latest in digital technology, ELI Talks capture, transmit, and…

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Scholar in Residence – Alaska Cruise July 2016

By | News / Media, Speaking | No Comments

David will be scholar in residence at the forthcoming kosher cruise through Alaska this coming July. Operated by Norwegian Cruise Lines, the cruise leaves from Seattle and travels up through the beautiful Alaskan glaciers. David will speak daily during the cruise with extended lectures on Shabbat, as well as informal opportunities for discussions, most likely while sitting on the deck enjoying a fine glass of red wine and taking in the majestic views. For bookings and further…

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Speaking at the PWM APAC Summit 2015

By | News / Media, Speaking | No Comments

David will deliver a keynote address at the marcus evans PWM APAC Summit to be held on November 2-4, 2015 in Kuala Lumpur. He will share his insights as a second generation family member and entrepreneur in “Finding Balance: Striking a Balance between Investment and Philanthropy”: Redefining family legacy to achieve both wealth creation and social value Understanding entrepreneurial risk to build a sustainable and secure investment portfolio Managing the new forms of risk in a family office context For more information, see here…

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Speaking at PWN on Entrepreneurial Risk

By | News / Media, Speaking | No Comments

David Werdiger is keynote speaker at Private Wealth Network’s Entrepreneurial Risk Forum, held in Brisbane, Sydney, Melbourne, Perth and Auckland. He addresses the role of ‘entrepreneurial risk’ in the private investment portfolio. Often families, having realised in whole or in part, the value of their investment in a successful family enterprise, seek to invest in new entrepreneurial endeavours. How important is “entrepreneurial risk” as an investment category? Asset allocation strategy vs opportunistic investing In-sourcing vs outsourcing…

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Speaking at RMIT High Growth Series

By | News / Media, Speaking | No Comments

David Werdiger spoke on 25 Mar 2015 as part of RMIT’s High Growth series in applied entrepreneurship. David shared his journey of entrepreneurship – how he developed an innovative revenue model for billing systems in the mid 1990s, and how he overcame the professional and personal challenges of climbing the ‘three mountains’. The cool ‘Prezi’ presentation is here, and the video can be seen below: Some quotes from the presentation: “Life can only be understood backwards; but it must…

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Apples and Trees; An Intergenerational Family Relations Presentation by David Werdiger

Apples and Trees; An Intergenerational Family Relations Presentation

By | Articles, Events, Featured Posts, In The News, LinkedIn, Speaking | No Comments

I am speaking about “Apples & Trees” An intergenerational family relations presentation, at Dubai 2020 Edition – The Prestel & Partner Family Office Forum Collection. Would you like to attend? https://www.linkedin.com/events/dubai2020edition-theprestel-partnerfamilyofficefor/ The Palace Downtown Dubai, Downtown Dubai, Dubai, AE March 3, 2020, 9:00 AM – March 4, 2020, 5:30 PM

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3 Entitlement Fixes

Transcend the Negative Impact of Transition Entitlement

By | Articles, Familosophy, Featured Posts, LinkedIn, Speaking | No Comments

Transitioning a business is a once-in-a-lifetime event, and “entitlement” comes up in almost every family discussion, presentation or lecture I give. It has become almost a dirty word when it comes to family wealth – something to be avoided at all cost. “How can I prevent my children from becoming entitled?” is what most every parent wants to know. When it comes to family business, transcending the negative impact of entitlement can be achieved by…

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Conflict Resolution in Wealthy Families

Conflict Resolution in Wealthy Families

By | Articles, Familosophy, Featured Posts, In The News, LinkedIn, Speaking | No Comments

https://d2saw6je89goi1.cloudfront.net/uploads/digital_asset/file/595162/Horizons-September-2019-David_Werdiger.pdf Case Study: A wealth originator dies leaving a second generation son in charge of the operating business and family fortune. A mix of 2nd and 3rd generation family members are employees but a 3rd-Gen college grad, never having worked in the family business, proposes a new business venture and asks the family to invest. Read this Horizons Article on how best-selling author David Werdiger describes a resolution-construct to navigate between the conflicting agendas and…

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How to Have Jewish Grandchildren

By | Featured Posts, News / Media, Speaking | No Comments

We don’t really have any control over whether we have grandchildren and we have even less control over whether those grandchildren are Jewish. In this ELI Talk, David Werdiger recounts a conversation with a friend at shul that spurred his thoughts over what we do actually have control about when it comes to grandchildren and Jewish continuity. Drawing on the model of Jewish discourse and the latest in digital technology, ELI Talks capture, transmit, and…

Read More

Scholar in Residence – Alaska Cruise July 2016

By | News / Media, Speaking | No Comments

David will be scholar in residence at the forthcoming kosher cruise through Alaska this coming July. Operated by Norwegian Cruise Lines, the cruise leaves from Seattle and travels up through the beautiful Alaskan glaciers. David will speak daily during the cruise with extended lectures on Shabbat, as well as informal opportunities for discussions, most likely while sitting on the deck enjoying a fine glass of red wine and taking in the majestic views. For bookings and further…

Read More

Speaking at the PWM APAC Summit 2015

By | News / Media, Speaking | No Comments

David will deliver a keynote address at the marcus evans PWM APAC Summit to be held on November 2-4, 2015 in Kuala Lumpur. He will share his insights as a second generation family member and entrepreneur in “Finding Balance: Striking a Balance between Investment and Philanthropy”: Redefining family legacy to achieve both wealth creation and social value Understanding entrepreneurial risk to build a sustainable and secure investment portfolio Managing the new forms of risk in a family office context For more information, see here…

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Shavuot 2015-5775

By | Speaking | No Comments

David Werdiger is speaking at two Tikkun Leil Shavuot programs on Saturday night: He is on a Zooz panel discussion about how Jewish schools can/should inspire students to maintain a connection, allocation of funding to different types of Jewish education, and how these can influence Jewish continuity. See the Zooz Facebook groups for details. He is also speaking at David Werdiger at Yeshivah Centre (12.45am) about “the influence of Torah in the workplace”: how being…

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Speaking at PWN on Entrepreneurial Risk

By | News / Media, Speaking | No Comments

David Werdiger is keynote speaker at Private Wealth Network’s Entrepreneurial Risk Forum, held in Brisbane, Sydney, Melbourne, Perth and Auckland. He addresses the role of ‘entrepreneurial risk’ in the private investment portfolio. Often families, having realised in whole or in part, the value of their investment in a successful family enterprise, seek to invest in new entrepreneurial endeavours. How important is “entrepreneurial risk” as an investment category? Asset allocation strategy vs opportunistic investing In-sourcing vs outsourcing…

Read More

Speaking at RMIT High Growth Series

By | News / Media, Speaking | No Comments

David Werdiger spoke on 25 Mar 2015 as part of RMIT’s High Growth series in applied entrepreneurship. David shared his journey of entrepreneurship – how he developed an innovative revenue model for billing systems in the mid 1990s, and how he overcame the professional and personal challenges of climbing the ‘three mountains’. The cool ‘Prezi’ presentation is here, and the video can be seen below: Some quotes from the presentation: “Life can only be understood backwards; but it must…

Read More