family advisory Archives - David Werdiger
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family advisory Archives - David Werdiger

Perspectives on the disclosure of information to beneficiaries of family trusts

Legal and Non-Legal Perspectives on the issue of Disclosure to Beneficiaries of Family Trusts

By | Articles, Familosophy, Featured Posts, In The News, LinkedIn, Media | No Comments

I thought I would re-share this co-written article last year with me and Henry Brandts-Giesen for the New Zealand Law Society about two different perspectives on information disclosures for family trust beneficiaries. I discuss the the humanistic perspective while Henry discusses the legal view of it. They put forward the trustee’s obligations and rights in this article. Original Article: https://www.lawsociety.org.nz/practice-resources/practice-areas/trusts/perspectives-on-the-disclosure-of-information-to-beneficiaries-of-family-trusts For additional in-depth, thought-provoking discussion points and commentary on family and business, sign-up to gain…

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Three Family Lessons from Megxit

By | Articles, LinkedIn | No Comments

With the global media. online or otherwise buzzing about Prince Harry and Meghan Markle’s exit (dubbed Megxit) from the British Royal senior family, David writes on LinkedIn, about the communication and methods of doing the same crucial for a family to function well. He puts this through the perspective of famous families and the tier Royal families hold even among these families constantly in limelight.

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Perspectives on the disclosure of information to beneficiaries of family trusts

Perspectives on the disclosure of information to beneficiaries of family trusts

By | Articles, Familosophy, Featured Posts, In The News, LinkedIn, Media | No Comments

David co-wrote this article with Henry Brandts-Giesen for the New Zealand Law Society about two different perspectives on information disclosures for family trust beneficiaries. He discusses the the humanistic perspective while Henry discusses the legal view of it. They put forward the trustee’s obligations and rights in this article. For additional in-depth, thought-provoking discussion points and commentary on family and business, sign-up to gain access to the archives of my Familosophy newsletter (formerly Family Matters):…

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