Financial Mars & Venus By David WerdigerFamily GovernanceNo Comments 3 min read The 1992 book Men Are from Mars, Women Are from Venus asserted fundamental psychological d...Read More 29 September, 2023
Does it belong to us? By David WerdigerFamily GovernanceNo Comments 2 min read (no spoilers) There’s a wonderful scene toward the end of the final season of the po...Read More 25 August, 2023
Transition QE2 -> C3 By David WerdigerSuccession PlanningNo Comments 3 min read The leadership transition from Queen Elizabeth II to King Charles III has been a fascinati...Read More 12 August, 2023
Who is the Client? By David WerdigerFamily OfficeNo Comments 2 min read There has been a lot of talk about the risks intergenerational wealth transition poses to ...Read More 27 July, 2023
‘Succession’: Love & Legacy By David WerdigerFamily Conflict ResolutionNo Comments 2 min read (spoiler alert) Plenty has been written about the popular TV series Succession and the les...Read More 28 June, 2023
Family Advisor Succession: A Family Perspective By David WerdigerSuccession PlanningNo Comments 2 min read I’ve written several times about the challenges of advisor succession, and now want ...Read More 22 June, 2023
Wealth Guilt 2.0 By David WerdigerFamily GovernanceNo Comments 3 min read In society, the wealthy often get a bad rap. If you’re a wealth creator, people may ...Read More 25 May, 2023
“Succession” & Strategic Renewal in Family Business By David WerdigerSuccession PlanningNo Comments 3 min read Family business succession plans (or the ideas for them that are embedded in the minds of ...Read More 28 April, 2023
How Transition Ready Is Your Family By David WerdigerWealth TransitionNo Comments 2 min read Transition Ready In the early days of my billing business, a prospective customer asked me...Read More 24 March, 2023
Family Succession: Are We Ready Yet? By David WerdigerSuccession PlanningNo Comments 2 min read When taking young children for a long drive in the car, we would regularly hear them ask &...Read More 2 March, 2023
Family Philanthropy By David WerdigerFamily GovernanceNo Comments 2 min read Family philanthropy is the act of a collective rather than an individual. It is rooted in ...Read More 26 January, 2023
My Father’s Advisor? By David WerdigerFamily Wealth AdvisoryNo Comments 3 min read Research indicates that more than 70% of heirs will fire or change wealth advisors after t...Read More 22 December, 2022