Succession Planning: Queen Elizabeth 2 to King Charles 3rd By David WerdigerSuccession Planning No Comments September, 2022 2 min read The leadership transition from Queen Elizabeth II to King Charles III has been a fascinati...Read More 27 September, 2022
Until They Divorce? By David WerdigerFamily Governance No Comments September, 2022 2 min read You join a family through birth or marriage, and leave it through death or divorce. But if...Read More 2 September, 2022
Seeking Empathy By David WerdigerFamily Conflict Resolution No Comments September, 2022 2 min read I have a lot of empathy for Tom Brady. While not in his ‘league’ on several fr...Read More 1 September, 2022
Wealth and Happiness By David WerdigerWealth Transition No Comments July, 2022 2 min read Q: If the world’s two richest men cannot keep their wives happy, what hope do w...Read More 30 July, 2022
Buy-side vs Sell-side Philanthropy By David WerdigerFamily Governance No Comments July, 2022 2 min read There are many consultants out there who advise non-profits on things like strategy, marke...Read More 22 July, 2022
Owners and Managers of a Family Business By David WerdigerFamily Governance No Comments July, 2022 3 min read Family is (hopefully) for life. If the family business starts to interfere negatively with...Read More 14 July, 2022
What Is ‘Retirement’? By David WerdigerWealth Transition No Comments July, 2022 2 min read The term ‘retirement’ evokes a certain scenario: someone spends their working ...Read More 1 July, 2022
Sudden Wealth By David WerdigerWealth Transition No Comments June, 2022 2 min read Sudden change of any type is risky. When someone’s personal wealth circumstances cha...Read More 30 June, 2022
Pruning the Tree By David WerdigerSuccession Planning No Comments May, 2022 2 min read As a tree grows, it is often helpful to prune some branches to make space for other branch...Read More 21 May, 2022
The New Matriarchs By David WerdigerFamily Governance No Comments April, 2022 2 min read Change is in the winds. Women control more than 60% of personal wealth in the USA. While o...Read More 21 April, 2022
The Non-Family CEO By David WerdigerSuccession Planning No Comments March, 2022 2 min read As a family enterprise matures, and often in the context of succession planning (or ageing...Read More 22 March, 2022
Entrepreneurial Legacy By David WerdigerWealth Transition No Comments February, 2022 2 min read Most wealth is created through entrepreneurship. When wealth creators think about the lega...Read More 13 February, 2022