Preparing the Rising Generation For Succession Planning By David WerdigerSuccession Planning No Comments August, 2020 2 min read How can families best prepare the rising generation for inheritance and/or joining the fam...Read More 12 August, 2020
Succession For Family Wealth Advisors By David WerdigerFamily Wealth Advisory No Comments July, 2020 2 min read Financial advisors are an ‘old’ bunch – with an average age in their mid...Read More 15 July, 2020
Family Business During Crisis By David WerdigerFamily Conflict Resolution No Comments July, 2020 2 min read During a crisis, having a family business can be a double-edged sword. On one hand, there ...Read More 14 July, 2020
Family Governance: Why? When? By David WerdigerFamily Governance No Comments June, 2020 2 min read When family wealth is controlled or owned by a single person (usually the wealth creator),...Read More 15 June, 2020
Entrepreneurial Legacy By David WerdigerWealth Transition No Comments June, 2020 2 min read Most wealth is created through entrepreneurship: taking a risk to start a business, and gr...Read More 13 June, 2020
What Family Advice Do You Need? By David WerdigerFamily Office No Comments May, 2020 3 min read When it comes to advisors, I have two simple rules: Family advisors need additional skills...Read More 22 May, 2020
Values are the Foundation of a Successful Family Business Transition By David WerdigerWealth Transition No Comments May, 2020 2 min read How to maintain family wealth through generations? Get the best financial advisors and man...Read More 18 May, 2020
Political Preferences and Family Business By David WerdigerFamily Governance No Comments April, 2020 2 min read With the recent US elections in the news, there is talk of generational shifts in the elec...Read More 28 April, 2020
Keeping Family Business Strong in Times of Change By David WerdigerFamily Governance No Comments April, 2020 2 min read Family businesses aren’t just businesses that happen to be owned and/or managed by a...Read More 16 April, 2020
Talking About Wealth; Navigating Communication with Heirs By David WerdigerWealth Transition No Comments March, 2020 2 min read Most people with wealth to pass on have never talked to their heirs about how they plan to...Read More 17 March, 2020
Family Governance: Family Vision, Founding Fathers, Rising Generations By David WerdigerFamily Governance No Comments March, 2020 2 min read I’ve recently returned from a speaking engagement at a conference in Dubai, which wa...Read More 15 March, 2020
Life Expectancy in 3rd and 4th Generation Businesses By David WerdigerWealth Transition No Comments February, 2020 2 min read Andrew Carnegie is credited with the most infamous and requoted aphorism in family busines...Read More 21 February, 2020