Win-Win Family Philanthropy By David WerdigerWealth Transition No Comments October, 2023 3 min read Philanthropy, in simplistic terms, is often manifested as the flow of funds from a grant-m...Read More 20 October, 2023
Family Wealth Priorities By David WerdigerUltra High Net Worth No Comments October, 2023 3 min read Where we spend our time and energy is a reflection of our priorities. In a wealthy family,...Read More 19 October, 2023
Financial Mars & Venus By David WerdigerFamily Governance No Comments September, 2023 3 min read The 1992 book Men Are from Mars, Women Are from Venus asserted fundamental psychological d...Read More 29 September, 2023
Surname, First Name: Do People Make Assumptions About You Based on Your Surname? By David WerdigerFamily Governance No Comments September, 2023 2 min read In most places today, people have both a given (or first) name and a family name, but the ...Read More 28 September, 2023
Superpowers In Family Business Superpowers By David WerdigerFamily Business No Comments August, 2023 3 min read In many countries, family businesses are a significant part of the economy and an engine r...Read More 31 August, 2023
Does it belong to us? By David WerdigerFamily Governance No Comments August, 2023 2 min read (no spoilers) There’s a wonderful scene toward the end of the final season of the po...Read More 25 August, 2023
Succession of a Family Business By David WerdigerSuccession Planning No Comments August, 2023 2 min read Family and business makes for a complex mix, essentially because of conflict of interest. ...Read More 24 August, 2023
To Manage or Avoid Family Conflict? By David WerdigerFamily Conflict Resolution No Comments August, 2023 2 min read What would you rather in your family: to manage conflict or avoid it completely? Before yo...Read More 17 August, 2023
Transition QE2 -> C3 By David WerdigerSuccession Planning No Comments August, 2023 3 min read The leadership transition from Queen Elizabeth II to King Charles III has been a fascinati...Read More 12 August, 2023
Who is the Client? By David WerdigerFamily Office No Comments July, 2023 2 min read There has been a lot of talk about the risks intergenerational wealth transition poses to ...Read More 27 July, 2023
Q&A: When to start a Family Office? By David WerdigerFamily Office No Comments July, 2023 3 min read Q. When should I start a family office? A. It’s quite possible that you already have...Read More 27 July, 2023
Lawyer or Friend? By David WerdigerFamily Governance No Comments July, 2023 2 min read Friends and family members often turn to lawyers (and other professionals like accountants...Read More 20 July, 2023