Upside Down Succession By David WerdigerSuccession Planning No Comments November, 2022 2 min read The headlines are everywhere – a high percentage of family businesses have no formal...Read More 17 November, 2022
Family Business Succession Planning By David WerdigerSuccession Planning No Comments October, 2022 2 min read Family and business makes for a complex mix, essentially because of conflict of interest. ...Read More 27 October, 2022
Family Wealth & The Tale of Two Wolves By David WerdigerWealth Transition No Comments October, 2022 2 min read Family wealth can be a double-edged sword. With few financial burdens or limitations, one ...Read More 27 October, 2022
The Great Transition and Life Expectancies The Great Transition and Life Expectancies By David WerdigerWealth Transition No Comments October, 2022 8 min read In many high-net-worth families, the great wealth transition isn’t happening quite a...Read More 21 October, 2022
To Manage or Avoid Family Conflict By David WerdigerFamily Conflict Resolution No Comments September, 2022 2 min read What would you rather in your family: to manage conflict or avoid it completely? Before yo...Read More 29 September, 2022
Succession Planning: Queen Elizabeth 2 to King Charles 3rd By David WerdigerSuccession Planning No Comments September, 2022 2 min read The leadership transition from Queen Elizabeth II to King Charles III has been a fascinati...Read More 27 September, 2022
Until They Divorce? By David WerdigerFamily Governance No Comments September, 2022 2 min read You join a family through birth or marriage, and leave it through death or divorce. But if...Read More 2 September, 2022
Seeking Empathy By David WerdigerFamily Conflict Resolution No Comments September, 2022 2 min read I have a lot of empathy for Tom Brady. While not in his ‘league’ on several fr...Read More 1 September, 2022
Wealth and Happiness By David WerdigerWealth Transition No Comments July, 2022 2 min read Q: If the world’s two richest men cannot keep their wives happy, what hope do w...Read More 30 July, 2022
The New Matriarchs The New Matriarchs By David WerdigerSuccession Planning No Comments July, 2022 3 min read The days of male-line primogeniture (where the eldest son inherits the entire estate) are ...Read More 26 July, 2022
Buy-side vs Sell-side Philanthropy By David WerdigerFamily Governance No Comments July, 2022 2 min read There are many consultants out there who advise non-profits on things like strategy, marke...Read More 22 July, 2022
Owners and Managers of a Family Business By David WerdigerFamily Governance No Comments July, 2022 3 min read Family is (hopefully) for life. If the family business starts to interfere negatively with...Read More 14 July, 2022