Knowing When To Let Go With Family Wealth Knowing When To Let Go With Family Wealth By David WerdigerWealth Transition No Comments December, 2019 2 min read “How do I transfer wealth to my children without spoiling them?” That would be...Read More 10 December, 2019
The Real Problem with “OK, Boomer” The Real Problem with “OK, Boomer” By David WerdigerFamily Conflict Resolution No Comments December, 2019 3 min read You may have seen the latest viral meme sweeping the internet. “OK, Boomer” is...Read More 10 December, 2019
Women In Wealth: The Other 50% Women In Wealth: The Other 50% By David WerdigerFamily Office No Comments November, 2019 2 min read Women are at least 50% of the population, yet historically have been poorly represented in...Read More 10 November, 2019
Advisor Transition Advisor Transition By David WerdigerFamily Wealth Advisory No Comments November, 2019 2 min read The rising generation stands to inherit significant wealth, and families are spending much...Read More 10 November, 2019
Resolving Conflict in Family Business Resolving Conflict in Family Business By David WerdigerFamily Conflict Resolution No Comments October, 2019 2 min read When seeking to deal with conflict in family business, it is essential to understand the i...Read More 10 October, 2019
Generational Differences in Philanthropy Generational Differences in Philanthropy By David WerdigerFamily Governance No Comments October, 2019 2 min read Family philanthropy can be a very effective way to bridge generations and engage the risin...Read More 10 October, 2019
Conflict Resolution in Wealthy Families By David WerdigerFamily Conflict Resolution No Comments September, 2019 15 min read When it comes to conflict resolution, families – and especially wealthy families – pos...Read More 26 September, 2019
To Transition or Split? That Is the Question? To Transition or Split? That Is the Question? By David WerdigerSuccession Planning No Comments September, 2019 2 min read Kenny Rogers sang of the importance of knowing “when to hold ’em, and when to ...Read More 10 September, 2019
Understanding Generational Thinking About Wealth Understanding Generational Thinking About Wealth By David WerdigerWealth Transition No Comments September, 2019 2 min read Wealthy people broadly come in two flavours – wealth creators and wealth inheritors ...Read More 10 September, 2019
Is Family Conflict Always About The Money? Is Family Conflict Always About The Money? By David WerdigerFamily Conflict Resolution No Comments September, 2019 2 min read The conflicts that take place within wealthy families are often on display through the med...Read More 10 September, 2019
How Not To Sell a Family Business How Not To Sell a Family Business By David WerdigerFamily Business No Comments August, 2019 2 min read 0% of all businesses do not sell, and only about 30% of family businesses get handed down ...Read More 10 August, 2019
Talking about Family Wealth Talking about Family Wealth By David WerdigerSuccession Planning No Comments June, 2019 2 min read One of the biggest challenges in wealthy families is when/how to talk about the family wea...Read More 10 June, 2019