David brings his professional and spiritual self to everything he does. This shows up so well in his work with families. As we all know wealth means well-being and financial capital is something else. David understands the profound difference a families’ experience of well-being will be as he helps it unpack this vast difference in consciousness and its outcome for them. .He helps the family put its efforts towards enhancing each individual’s and the whole families’ well-beings towards theirs and its flourishing.
James E Hughes Jr - author of Family Wealth
David has been an inspirational and insightful thought leader as a member of PWN. He has presented for us on many occasions and always done an excellent job, with different and compelling content and ideas. Furthermore, he writes beautifully and express complex ideas through his writing exceptionally well. As an advisor he offers a unique perspective and an important offering for business families, focusing on releationship and succession challenges without having any conflicts of interest. I wouldn't hesitate to recommend his services and I often do.
Richard Milroy, Private Wealth Network
David chairs the advisory board of GBA Capital and board of Koa Capital. He has excellent commercial acumen, good humour, and the ability to maintain our strategic focus. As a consultant, or board member, David is a trusted adviser and ongoing source of wisdom.
Sebastian Jurd, Managing Director of GBA Capital, Co-Founder of Koa Capital
David is one of the most insightful thought leaders on family dynamics. I regularly read his newsletter and value his perspectives. I read his book “Transition” when I first started studying and applying the intellectual discipline of family business succession planning. It sits on the bookshelf beside my desk and I often refer back to it. Its wisdom is universal and timeless.
Surname, First Name https://davidwerdiger.com/2023/09/surname-first-name/ importance of family vs individual?
#familyoffice #wealthmanagement #conflictresolution #strategicmanagement #nextgensuccession #intergenerationalwealth #governance #leadershipdevelopment
Tips For Working With Family And Continuing Your Family Business
#familyoffice #wealthmanagement #conflictresolution #strategicmanagement
#nextgensuccession #intergenerationalwealth #governance #leadershipdevelopment