Wealth & Happiness By David WerdigerWealth Transition No Comments May, 2021 2 min read Q: If the world’s two richest men cannot keep their wives happy, what hope do w...Read More 11 May, 2021
The Fear of Wealth Transfer By David WerdigerWealth Transition No Comments April, 2021 2 min read Q: How do we protect the next generation from blowing our money? A: Stop right t...Read More 18 April, 2021
Philanthropy: COVID & Beyond By David WerdigerFamily Conflict Resolution No Comments April, 2021 2 min read Many families struggle with the ‘why’ of their wealth. Defining a philanthropi...Read More 14 April, 2021
Considerations for Wealth Transition By David WerdigerWealth Transition No Comments March, 2021 3 min read A successful wealth transition means the family stays intact and they maintain c...Read More 22 March, 2021
Family Conflict Resolution: Megxit II: The Interview By David WerdigerFamily Conflict Resolution No Comments March, 2021 3 min read If you couldn’t bear to watch Megan Markle bare her soul to Oprah (or if you couldn&...Read More 15 March, 2021
Q&A: Board Succession Strategy By David WerdigerSuccession Planning No Comments March, 2021 3 min read Q: We have three non-family board members in their 70s on our family board. How shoul...Read More 12 March, 2021
Educating the Rising Generation By David WerdigerSuccession Planning No Comments February, 2021 2 min read The Greek philosopher Plutarch asked: “People, where are you going? Doing everything to ...Read More 17 February, 2021
Family Business Conflict Resolution By David WerdigerFamily Conflict Resolution No Comments February, 2021 3 min read Family business conflict is often over long-standing concerns relating to roles and contri...Read More 15 February, 2021
Preparing NextGen Custodians of Significant Wealth By David WerdigerSuccession Planning No Comments February, 2021 2 min read How can families best prepare the rising generation for inheritance and/or joining the fam...Read More 11 February, 2021
Rising Gen Entrepreneurship & ESG By David WerdigerFamily Business No Comments January, 2021 2 min read Successful entrepreneurs are often control freaks. But they can’t control whether their ...Read More 15 January, 2021
Risks for Family Advisors & their Clients By David WerdigerFamily Wealth Advisory No Comments January, 2021 2 min read The cobbler’s children go barefoot: Advisors don’t spend enough time thinking ...Read More 13 January, 2021
Grieving the Pandemic By David WerdigerFamily Governance No Comments December, 2020 2 min read The pandemic about over, but after 3 years, we know a lot more, and there are reasons for ...Read More 16 December, 2020