Entrepreneurial Legacy By David WerdigerWealth Transition No Comments June, 2020 2 min read Most wealth is created through entrepreneurship: taking a risk to start a business, and gr...Read More 13 June, 2020
What Family Advice Do You Need? By David WerdigerFamily Office No Comments May, 2020 3 min read When it comes to advisors, I have two simple rules: Family advisors need additional skills...Read More 22 May, 2020
Values are the Foundation of a Successful Family Business Transition By David WerdigerWealth Transition No Comments May, 2020 2 min read How to maintain family wealth through generations? Get the best financial advisors and man...Read More 18 May, 2020
Political Preferences and Family Business By David WerdigerFamily Governance No Comments April, 2020 2 min read With the recent US elections in the news, there is talk of generational shifts in the elec...Read More 28 April, 2020
Keeping Family Business Strong in Times of Change By David WerdigerFamily Governance No Comments April, 2020 2 min read Family businesses aren’t just businesses that happen to be owned and/or managed by a...Read More 16 April, 2020
Talking About Wealth; Navigating Communication with Heirs By David WerdigerWealth Transition No Comments March, 2020 2 min read Most people with wealth to pass on have never talked to their heirs about how they plan to...Read More 17 March, 2020
Family Governance: Family Vision, Founding Fathers, Rising Generations By David WerdigerFamily Governance No Comments March, 2020 2 min read I’ve recently returned from a speaking engagement at a conference in Dubai, which wa...Read More 15 March, 2020
Three Essential Steps To Knowing How Sale-Ready Is Your Business? By David WerdigerFamily Business No Comments February, 2020 2 min read For a business founder, their ”investment” in the business is multi-dimensional: finan...Read More 26 February, 2020
Life Expectancy in 3rd and 4th Generation Businesses By David WerdigerWealth Transition No Comments February, 2020 2 min read Andrew Carnegie is credited with the most infamous and requoted aphorism in family busines...Read More 21 February, 2020
In-Laws and Wealthy Families By David WerdigerFamily Governance No Comments February, 2020 2 min read How to deal with family members by marriage poses significant challenges to wealthy famili...Read More 14 February, 2020
How Do Subsequent Generations In Your Family ‘Prove Themselves’? How Do Subsequent Generations In Your Family ‘Prove Themselves’? By David WerdigerWealth Transition No Comments January, 2020 2 min read Consider this from two perspectives: the family and the individual. Do families demand tha...Read More 4 January, 2020
The Downside to Wealth By David WerdigerWealth Transition No Comments December, 2019 2 min read This is a difficult topic to broach, and needs to be done only in appropriate settings - i...Read More 28 December, 2019