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
Family Business Conflict By David WerdigerFamily Conflict Resolution No Comments July, 2023 2 min read You might think conflict in family business is predominately around business performance. ...Read More 6 July, 2023
Q&A: Charitable Children By David WerdigerFamily Governance No Comments July, 2023 3 min read Q: We’re just approaching a liquidity event. How do I get my twentysomething ch...Read More 5 July, 2023
Family Conflict: Nothing to see here … By David WerdigerFamily Conflict Resolution No Comments July, 2023 2 min read Murray Bowen, pioneer of family systems theory, viewed the family unit as a complex social...Read More 1 July, 2023
‘Succession’: Love & Legacy By David WerdigerFamily Conflict Resolution No Comments June, 2023 2 min read (spoiler alert) Plenty has been written about the popular TV series Succession and the les...Read More 28 June, 2023
Family Advisor Succession: A Family Perspective By David WerdigerSuccession Planning No Comments June, 2023 2 min read I’ve written several times about the challenges of advisor succession, and now want ...Read More 22 June, 2023
UHNW: Ambition vs Entitlement By David WerdigerUltra High Net Worth No Comments May, 2023 2 min read James Clear famously said: “Ambition is when you expect yourself to close the gap be...Read More 25 May, 2023