Seeking Empathy By David WerdigerFamily Conflict ResolutionNo Comments 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
What Is ‘Retirement’? By David WerdigerWealth TransitionNo Comments 2 min read The term ‘retirement’ evokes a certain scenario: someone spends their working ...Read More 1 July, 2022
Entrepreneurial Legacy By David WerdigerWealth TransitionNo Comments 2 min read Most wealth is created through entrepreneurship. When wealth creators think about the lega...Read More 13 February, 2022
What Wealth Transition? By David WerdigerWealth TransitionNo Comments 2 min read For years, we’ve been writing and talking about this trillion dollar wealth transiti...Read More 14 December, 2021
Kids & Unintended Consequences By David WerdigerFamily Conflict ResolutionNo Comments 2 min read One of the great challenges of family wealth is raising children. And one of the best arti...Read More 14 December, 2021
Wealth, Guilt & Shame In Families By David WerdigerFamily Conflict ResolutionNo Comments 2 min read Wealthy people are a soft target at the best of times. The media revels in sensational sto...Read More 14 September, 2021
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
The Real Problem with “OK, Boomer” The Real Problem with “OK, Boomer” By David WerdigerFamily Conflict ResolutionNo Comments 3 min read You may have seen the latest viral meme sweeping the internet. “OK, Boomer” is...Read More 10 December, 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 PlanningNo Comments 8 min read ...Read More 20 April, 2019
Generational Labels & Insults Generational Labels & Insults By David WerdigerFamily Conflict ResolutionNo Comments 2 min read While I abhor the “generation wars” narrative that pops up regularly, the arti...Read More 10 April, 2019
Understanding the Transition of Trusted Advisor Relationships Understanding the Transition of Trusted Advisor Relationships By David WerdigerFamily Wealth AdvisoryNo Comments 2 min read With all the talk about intergenerational wealth transition, another very important topic ...Read More 10 November, 2018
How To Find Purpose In Retirement How To Find Purpose In Retirement By David WerdigerSuccession PlanningNo Comments 2 min read People are living longer, which means time spent in ‘retirement’ is increasing...Read More 10 October, 2018