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
Wealth Guilt 2.0 By David WerdigerFamily Governance No Comments May, 2023 3 min read In society, the wealthy often get a bad rap. If you’re a wealth creator, people may ...Read More 25 May, 2023
“Succession” & Strategic Renewal in Family Business By David WerdigerSuccession Planning No Comments April, 2023 3 min read Family business succession plans (or the ideas for them that are embedded in the minds of ...Read More 28 April, 2023
How Much is Enough? By David WerdigerWealth Transition No Comments April, 2023 2 min read The question “how much is enough?” and its corollary “how much should I ...Read More 26 April, 2023
Family Conficts: Carrot or Stick? By David WerdigerFamily Conflict Resolution No Comments March, 2023 2 min read Q. My child is not performing in their role in the family business / will use their inheri...Read More 25 March, 2023
How Transition Ready Is Your Family By David WerdigerWealth Transition No Comments March, 2023 2 min read Transition Ready In the early days of my billing business, a prospective customer asked me...Read More 24 March, 2023
Family Succession: Are We Ready Yet? By David WerdigerSuccession Planning No Comments March, 2023 2 min read When taking young children for a long drive in the car, we would regularly hear them ask &...Read More 2 March, 2023