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succession planning

Oct 06
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3 family lessons of Greanleaf series on Netflix

Three Family Lessons from Greenleaf (on Netflix)

By Familosophy, Featured Posts, LinkedIn, Media No Comments

A powerful and prominent family, and the religious institution they run. That was more than enough to pique my interest, and after rapidly working our way through three seasons of the outstanding Netflix series Greenleaf, it reinforced so much I already know about family business, succession, and intergenerational transition. When telling people about this series, I delay mentioning the setting – a African-American mega-church in Memphis. While that aspect adds a wonderful dimension, the intersecting…

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Dec 28
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The downside to wealth

The Downside to Wealth

By Familosophy, Featured Posts, original No Comments

This is a difficult topic to broach, and needs to be done only in appropriate settings – indeed, that might be the most important message of this topic. After the story of BMW heiress Susanne Klatten went public, she was slammed on social media. Her personal challenges – the responsibility, self-doubt, and being targeted by scammers – are real. But it’s very hard for anyone brought up without wealth to have any sympathy (and often it’s the reverse), so seeking it from ‘outsiders’ is almost a waste of time.

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May 10
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Three Family Lessons from Greenleaf

By Familosophy No Comments

A powerful and prominent family, and the religious institution they run. That was more than enough to pique my interest, and after rapidly working our way through three seasons of the outstanding Netflix series Greenleaf, it reinforced so much I already know about family business, succession, and intergenerational transition. When telling people about this series, I delay mentioning the setting – a African-American mega-church in Memphis. While that aspect adds a wonderful dimension, the intersecting…

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Sep 06
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Who Wants to be a Leader?

By Blog 2 Comments

As the restructure process at Yeshivah Centre inches forward, and we draw closer to elections, the big question is: who will nominate to hold board positions on the new legal entities that will operate the school, shule, and other business units of the Centre? Three new legal entities will require over twenty people to put their hands up. There are a few challenges in taking the leap from where we are now to where we need to be. 1. Despite…

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Feb 17
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The Best Way to Pay It Forward

By Blog No Comments

This morning I attended an event to pay tribute to Michael Dubs for his service of over 25 years to JewishCare and its precedent organisations. As president and board member of Jewish Community Services (JCS), and as a member of the loan committee, he made an outstanding contribution to the Melbourne Jewish community, and in particular to those most in need. The most important thing Michael did for me was to recruit me into JewishCare. It happened back in…

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Apr 02
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Speaking at PWN on Entrepreneurial Risk

By News / Media, Speaking No Comments

David Werdiger is keynote speaker at Private Wealth Network’s Entrepreneurial Risk Forum, held in Brisbane, Sydney, Melbourne, Perth and Auckland. He addresses the role of ‘entrepreneurial risk’ in the private investment portfolio. Often families, having realised in whole or in part, the value of their investment in a successful family enterprise, seek to invest in new entrepreneurial endeavours. How important is “entrepreneurial risk” as an investment category? Asset allocation strategy vs opportunistic investing In-sourcing vs outsourcing…

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Sep 30
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Speaking at PWN Family Congress VII

By News / Media, Speaking No Comments

David Werdiger will be speaking at the Private Wealth Network Family Congress VII in Melbourne on 29-30 Oct 2014. His topic is THE ENTREPRENEURIAL FAMILY: EXPLORING THE “IMMIGRANT MINDSET” Successful intergenerational dynasties nurture entrepreneurialism in the family to maintain that success. In this session we hear directly from families and individuals who have created significant wealth in their new country, and we ask: What are the key attributes of “the immigrant mindset” that create entrepreneurialism?…

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May 23
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Speaking at PWN Forum

By News / Media, Speaking No Comments

David Werdiger was a speaker at the PWN Private Wealth Forum 2014 in Melbourne on 22 May 2014. He was on a panel entitled “Culture, Gender & Wealth” which was a discussion about how different religions, faiths and cultures relate to wealth. His insights into the Jewish and immigrant culture and how they impact wealth were very insightful. In particular, he touched on the links between immigrants and entrepreneurship, and the challenges of bringing up children in an affluent family. He will be…

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Jun 22
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Beyond Rabbi Groner

By Articles, Galus Australis No Comments

Rabbi YD Groner OBM was often described as “larger than life”. He was an imposing character: large in size, strong in voice, autocratic in nature. From his arrival in Melbourne in the 1950s, he worked tirelessly for the organization, and can take deserved credit for the strong positive influence Chabad had during the majority of his tenure as its leader. This Sunday, as the local Chabad community will mark his yahrzeit, many have mixed feelings. Despite…

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Mar 22
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The e-word

By Blog 3 Comments

I was quite shocked to receive the letter from the CoM advising of the formation of a new Shul Committee for the Yeshivah Shul. I was aware of some of the things that were happening in the background in recent months, and was even one of the people who took part in what might be very loosely called a “focus group”, referred to in the letter. Considering how long the CoM have had to consider…

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