David will be speaking at Prestel & Partner’s Family Office Forum in Singapore on 16-17 May. Topic: Pruning the TreeMany families that share significant assets may at some point consider whether to continue managing their wealth, business, or philanthropy together or going their separate ways. These questions can arise when a conflict or crisis hits, and they are forced to make decisions.
On 22 March, David will be speaking at PWN’s event in Auckland. Many families that share significant assets may at some pointconsider whether to continue managing their wealth, business orphilanthropy together or going their separate ways. These questionscan arise when a conflict or crisis hits and they are forced to makedecisions.This moderated roundtable discussion will explore different familyperspectives and experiences to managing shared wealth as well asways to help you think about whether sharing assets…
In Episode Five of the Propelling Performance Podcast, Rob speaks with David Werdiger, director of Nathanson Pearson. David shares his wealth of experience as a second-generation family business member and discusses the challenge of expectations surrounding subsequent generations in a family business, the critical importance of communication, shared vision and aspirations and a mindset change from ownership to stewardship. [Having a legacy means]…saying, I’ve got a story and I want that story to endure, but…
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