What Family Advice Do You Need? By David WerdigerFamily OfficeNo Comments 3 min read When it comes to advisors, I have two simple rules: Family advisors need additional skills...Read More 22 May, 2020
Values are the Foundation of a Successful Family Business Transition By David WerdigerWealth TransitionNo Comments 2 min read How to maintain family wealth through generations? Get the best financial advisors and man...Read More 18 May, 2020
Political Preferences and Family Business By David WerdigerFamily GovernanceNo Comments 2 min read With the recent US elections in the news, there is talk of generational shifts in the elec...Read More 28 April, 2020
Family Governance: Family Vision, Founding Fathers, Rising Generations By David WerdigerFamily GovernanceNo Comments 2 min read I’ve recently returned from a speaking engagement at a conference in Dubai, which wa...Read More 15 March, 2020
Life Expectancy in 3rd and 4th Generation Businesses By David WerdigerWealth TransitionNo Comments 2 min read Andrew Carnegie is credited with the most infamous and requoted aphorism in family busines...Read More 21 February, 2020
In-Laws and Wealthy Families By David WerdigerFamily GovernanceNo Comments 2 min read How to deal with family members by marriage poses significant challenges to wealthy famili...Read More 14 February, 2020
Knowing When To Let Go With Family Wealth Knowing When To Let Go With Family Wealth By David WerdigerWealth TransitionNo Comments 2 min read “How do I transfer wealth to my children without spoiling them?” That would be...Read More 10 December, 2019
Advisor Transition Advisor Transition By David WerdigerFamily Wealth AdvisoryNo Comments 2 min read The rising generation stands to inherit significant wealth, and families are spending much...Read More 10 November, 2019
Generational Differences in Philanthropy Generational Differences in Philanthropy By David WerdigerFamily GovernanceNo Comments 2 min read Family philanthropy can be a very effective way to bridge generations and engage the risin...Read More 10 October, 2019
To Transition or Split? That Is the Question? To Transition or Split? That Is the Question? By David WerdigerSuccession PlanningNo Comments 2 min read Kenny Rogers sang of the importance of knowing “when to hold ’em, and when to ...Read More 10 September, 2019
Understanding Generational Thinking About Wealth Understanding Generational Thinking About Wealth By David WerdigerWealth TransitionNo Comments 2 min read Wealthy people broadly come in two flavours – wealth creators and wealth inheritors ...Read More 10 September, 2019
How Not To Sell a Family Business How Not To Sell a Family Business By David WerdigerFamily BusinessNo Comments 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