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
Perspectives on the Disclosure of Information to Beneficiaries of Family Trusts By David WerdigerWealth Transition No Comments August, 2019 11 min read BY HENRY BRANDTS-GIESEN AND DAVID WERDIGER In this article, we present two perspecti...Read More 5 August, 2019
Understanding The Risks of Sudden Wealth Understanding The Risks of Sudden Wealth By David WerdigerUltra High Net Worth No Comments July, 2019 2 min read Coming into wealth suddenly – such as through inheritance or a windfall liquidity ev...Read More 10 July, 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
Why Do Families Want to Give Their Wealth Away To Charities Why Do Families Want to Give Their Wealth Away To Charities By David WerdigerWealth Transition No Comments June, 2019 2 min read The challenges of bringing up children with wealth are predicated on the idea that said we...Read More 10 June, 2019
Three Family Lessons We Can Learn From Greenleaf Three Family Lessons We Can Learn From Greenleaf By David WerdigerFamily Conflict Resolution No Comments May, 2019 2 min read A powerful and prominent family, and the religious institution they run. That was more tha...Read More 10 May, 2019
‘Bonus’ Wealth From Family Business ‘Bonus’ Wealth From Family Business By David WerdigerFamily Office No Comments May, 2019 2 min read A ‘family business’ is more than just a business owned and operated by a famil...Read More 10 May, 2019
Why Is The Topic of Entitlement “Taboo”? Why Is The Topic of Entitlement “Taboo”? By David WerdigerWealth Transition No Comments May, 2019 2 min read The e-word – “entitlement” – comes up in almost every presentation...Read More 10 May, 2019
3 Mistakes Baby Boomers Make When Transitioning Their Business To Their Children 3 Mistakes Baby Boomers Make When Transitioning Their Business To Their Children By Kim AdamsSuccession Planning No Comments April, 2019 8 min read ...Read More 20 April, 2019
Generational Labels & Insults Generational Labels & Insults By David WerdigerFamily Conflict Resolution No Comments April, 2019 2 min read While I abhor the “generation wars” narrative that pops up regularly, the arti...Read More 10 April, 2019
Family vs Business: 3 Things To Consider Family vs Business: 3 Things To Consider By David WerdigerFamily Governance No Comments April, 2019 2 min read Family businesses have to tread a fine line: they must compete like any business, while al...Read More 10 April, 2019